Barclays Raises the Price Target for NVIDIA to $200 (+38%) – Strong AI Demand Supports the Outlook.
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NVIDIA (NVDA) recently launched NVLink Fusion, a new version of its chip-to-chip communication technology. This enables faster data transfer between multiple chips – essential for AI applications. CEO Huang emphasized that NVIDIA has transformed from a graphics chip manufacturer to a leading AI infrastructure company. This forms the basis for sustainably successful company and stock performance. We share a similar view. AI agents will play a crucial role. NVIDIA AI Enterprise is an optimized software suite for agentic AI, featuring microservices...
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