Deutsche Bank: Nvidia's performance shines, widening the gap with its peers.

Deutsche Bank analyst Ross Seymore wrote in a report that Nvidia's performance is impressive, indicating that its performance gap with peers may widen. He stated that the chip manufacturer's third-quarter performance exceeded average expectations and continues to maintain a leading position in AI computing, networking, software, and systems, which are still its significant strengths. He pointed out that the management has expressed strong confidence in the future growth of the data center business and mentioned that the cumulative revenue from early 2025 to the end of 2026 is estimated to be around $500 billion. Deutsche Bank has raised its revenue and earnings per share expectations for the 2026-27 fiscal year by a low double-digit percentage.