In a powerful move that echoes NVIDIA’s unstoppable momentum, Citi analyst Atif Malik has reaffirmed a “Buy” rating on NVIDIA (NASDAQ:NVDA) stock, holding steady with a bold $150.00 price target. This confident stance follows CEO Jensen Huang’s electrifying keynote at Computex in Taipei, where he doubled down on NVIDIA’s mission to push the boundaries of General AI using the force of GPU-powered data centers.

According to InvestingPro, NVIDIA is on fire, posting an eye-popping 114.2% revenue growth over the past twelve months. Its dominance in the semiconductor industry is now backed by an “excellent financial health score,” making it a star player in tech innovation and fiscal performance.

Big Moments from the Keynote:

Citi’s Malik spotlighted three major breakthroughs from the event:

  1. The unveiling of “NVLink Fusion”  a next-gen interconnect technology designed to supercharge data center performance.
  2. Advances in Physical AI using NVIDIA’s Isaac GR00T N1.5 foundation model paving the way for AI to understand and interact with the physical world.
  3. The launch of enterprise-grade “RTX PRO 6000 Blackwell servers” crafted for professionals needing extreme performance and reliability.

These aren’t just product updates, they’re strategic moves aimed at expanding NVIDIA’s Total Addressable Market (TAM) by entering areas like Physical AI and solidifying its lead in AI infrastructure, especially within ASIC data centers. With a perfect Piotroski Score of 9 and strong cash flow metrics, NVIDIA has all the fuel it needs to power forward with these bold expansions.

What’s Coming: The GB300 Revolution

NVIDIA also revealed that the highly-anticipated GB300 will begin shipping in the third quarter, aligning with Citi’s projections. According to Citi’s forecast models, around 1 million GB300 units  or about 15,000 GB300 NVL servers will be rolled out into the market in calendar year 2025. This projection reflects robust internal research and checks across Asia, further confirming that NVIDIA’s execution is tightly aligned with investor expectations.

Global Strategy + Financial Muscle = Long-Term Strength

NVIDIA’s continuous innovation and smart positioning within the AI and data center ecosystem are key reasons Citi remains bullish. The company is on a steady upward trajectory, leveraging growth opportunities presented by emerging technologies and massive AI demand.

In Related News: CoreWeave and Analyst Insights

Meanwhile, CoreWeave Inc. a major user of NVIDIA GPUs received a ‘B+’ issuer credit rating from S&P Global Ratings, with a “stable outlook.” CoreWeave is set to issue $1.5 billion in senior unsecured notes, rated ‘B’ at the issue level. The company is supported by long-term contracts and reported a revenue backlog of $25.9 billion as of March 31, 2025. However, it also faces risks due to reliance on a few suppliers and customers. NVIDIA is its main GPU provider, while Microsoft accounts for 62% of CoreWeave’s revenue in 2024.

Analyst Opinions: Mostly Bullish, But With Caution

  • Morgan Stanley reiterated its Overweight rating, calling the NVLink Fusion and RTX PRO servers critical product leaps.
  • BofA Securities echoed the confidence with a Buy rating, citing NVIDIA’s expanding AI lineup and potential Middle East gains.
  • On the flip side, Raymond James maintained an Underperform rating, highlighting risks from the H20 export restriction that could hurt revenue growth.

Strategic Global Expansion

Despite facing a $5 billion revenue headwind due to U.S. Commerce Department restrictions, NVIDIA isn’t slowing down. It has teamed up with Foxconn (SS:601138) and the Taiwanese government to build a next-gen supercomputer, showing just how serious the company is about global expansion and enterprise dominance. NVIDIA’s focus remains on boosting its enterprise solutions and maintaining strong gross margins both crucial signals for investors tracking long-term performance.

NVIDIA isn’t just surviving in the AI race, it’s leading it. With thrilling product launches, razor-sharp financials, and powerful global partnerships, NVIDIA is positioned as a cornerstone of tomorrow’s tech infrastructure. Analysts may differ slightly on short-term risks, but the broader sentiment is clear: NVIDIA is a growth beast built for the future.