Overview
- Nvidia reported $51.2 billion in data center revenue on $57 billion total for fiscal Q3 2026, reinforcing its central role in AI infrastructure.
- The company is described as controlling an overwhelming share of AI processors, with estimates near the mid‑90% range, and its CUDA platform claims over 4.5 million developers.
- A Motley Fool survey found nine in ten AI investors plan to maintain or increase exposure in 2026, reflecting continued retail enthusiasm for the sector.
- Sell-side support persists as Mizuho raised its Nvidia price target to $275 with an Outperform rating and J.P. Morgan reiterated a Buy, citing durable demand.
- Market veteran Tom Sosnoff argued the stock is fully priced and flagged the risk of a 10%–15% market pullback within months, while recent model launches like DeepSeek’s have not materially dented GPU demand.