TECH - Nvidia Maintains Lead As Key AI beneficiary Analyst Boosts Estimates After Taiwan Event | Benzinga
Mizuho analyst Vijay Rakesh noted Nvidia Corp (NASDAQ:NVDA) continues to see substantial opportunities with its Hopper platform and Blackwell B100/200 in the third quarter of 2024- first-quarter of 2025, and now 3nm/Rubin announced at Computex for 2026.
The analyst said Nvidia’s GB200 NVL72 full rack solution could drive a significant ASP boost in fiscal years 2026 and 2027.
Rakesh noted that Nvidia could ship 20-25K combined NVL racks in calendar 2025, delivering a potential upside to current estimates.
Fiscals 2026 and 2027 could see Nvidia ship ~25-30K NVL racks (or 30% of AI DC shipments as full Servers).
He also noted that Nvidia’s upcoming 10-1 share split, set for June 7, should create a more attractive entry point for retail investors and could provide additional share tailwinds. Rakesh reiterated a Buy rating on Nvidia with ...