JPMorgan analyst Harlan Sur said that Nvidia's development of physical AI "could potentially drive the next leg of revenue growth" for the company.
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The CEO's address included new product announcements and insight into where its revenue is headed.
"We believe near-term AI fundamentals are strong, driven by strong hyperscale capex spending," said one analyst.
Analysts say the biggest question hanging over the semiconductor sector is whether hyperscale spending on AI hardware can remain…
Analysts remain bullish on Nvidia given strong AI capex expected this year, healthy AI compute demand and the stock's valuation…
Analysts across Wall Street reiterated their bullish stances on Nvidia heading into the chipmaker's flagship conference next week.
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
