Overview
- At CES in Las Vegas, CEO Jensen Huang introduced the Vera Rubin AI superchip platform and previewed humanoid robot plans, while AMD’s Lisa Su countered with the Helios system and promised big performance gains.
- Wall Street’s consensus price target is about $253, implying roughly 33% upside, with EPS estimates at $4.69 for the current fiscal year and about $7.57 by January 2027, which would compress the forward multiple toward the mid‑20s.
- Nvidia remains the dominant supplier of high‑end AI GPUs used in enterprise data centers and is effectively selling every chip it can deliver, according to multiple analyst reports.
- Shares have slipped roughly 8% since the Oct. 29 record, erasing about $460 billion in market value, even as most covering analysts maintain buy ratings and see strong profit and sales growth ahead.
- Risks flagged by analysts include tougher competition from AMD and in‑house cloud chips, questions about the durability of AI capex, and concerns that projected outlays—Deutsche Bank estimates up to $4 trillion by 2030—could fuel inflation, as noted by Mercer.