CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We took away three important messages from Jensen Huang’s GTC keynote. First, hardware revenue has more upside, as NVDA’s Blackwell GPU (B200) will command higher prices to Hopper and generate much greater performance when tied to its CPUs/networking chips (up to 30x inference boost and 25x reduction to energy consumption). Second, NVDA is increasing the stickiness of its ecosystem through new software advancements, with NIMs allowing developers the ability to more easily create/launch AI Assistants across the enterprise space. Finally, NVDA will power the forthcoming Industrial AI revolution as everything moves to robotics, creating the need for AI factories/giant virtual warehouses that will leverage the omniverse/digital twins. NVDA also unveils Project GR00T (foundation model for humanoid robots) and Jetson Thor (new computer to run simulation workflows). All told, we view NVDA’s announcements as impressive and see its TAM expanding at a faster pace than any other major tech company over the next decade.