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NVIDIA's Market Position Strengthens as Major 35,000-Chip Deal Emerges
Wall Street raises targets ahead of earnings as Blackwell concerns ease with Dell confirmation
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The AI chip leader's position took a dramatic turn Tuesday as NVIDIA stock surged nearly 5% on multiple catalysts:
KEY DEVELOPMENTS:
Nebius Group orders 35,000 NVIDIA chips (equivalent to 4% of Q3 Hopper volume)
Dell confirms shipping of Blackwell-equipped PowerEdge systems
Stifel and Truist raise price targets to $180 and $167 respectively
NVIDIA maintains dominant 80% market share in AI chips
Despite yesterday's Blackwell server concerns, Dell Technologies' confirmation of shipping GB200 NVL72 systems has helped calm market fears. This comes as Stifel projects NVIDIA's total addressable market to exceed $100 billion by 2025, with potential to approach $1 trillion long-term.
However, KeyBanc analysts strike a more cautious tone, citing potential pressure on China demand and possible cannibalization of prior-generation chips by the new Blackwell line. Their revised guidance suggests Q4 sales of $37.7 billion, down from $40 billion, and earnings of $0.83 per share versus $0.88 previously.
The Nebius Group deal represents a significant vote of confidence, with their 35,000-chip order matching approximately 4% of NVIDIA's expected Q3 Hopper shipments, according to Bloomberg consensus data. This development, combined with Dell's confirmation of Blackwell shipments, suggests NVIDIA's production capabilities remain robust despite recent concerns.
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Stifel analyst Ruben Roy's bullish stance cites "a diverse set of data points," including sustained AI infrastructure spending by hyperscalers and continued demand for NVIDIA's latest chips. Meanwhile, Truist Securities' William Stein notes that industry contacts reflect some supply chain challenges but maintains an overall positive outlook on emerging demand in robotics and traditional computing sectors.
Editor's Note: This article is brought to you in partnership with AI Tickers. Following this analysis, we encourage you to watch their detailed presentation examining these market developments and what they could mean for NVIDIA investors ahead of earnings.
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