NVIDIA CEO's Data Center Shift
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Bernstein Maintains Buy Rating on Nvidia as ‘Jensanity’ Hits Taiwan

82% Informative
NVIDIA CEO Jensen Huang announced a significant shift in the company's data center strategy at the 2025 Computex Technology Exhibition .
Bernstein analyst Stacy Rasgon maintained a positive view on the announcements made by Huang , reiterating his Buy rating and $ 185 price target for NVIDIA (NASDAQ: NVDA ) stock.
Rasgon said the absence of major players like Intel , AMD , and Broadcom suggests that NVIDIA might be looking to boost second -tier ASIC players.
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