Skip to main content

Market Overview

Nvidia Stock Could Get Boost From $1.5 Trillion European AI Build-Out: Analyst Says 'Significant Upside In Shares'

Share:
Nvidia Stock Could Get Boost From $1.5 Trillion European AI Build-Out: Analyst Says 'Significant Upside In Shares'

NVIDIA Corporation (NASDAQ:NVDA) showed off its AI market leadership and growing opportunities for sovereign AI at GTC Paris, an analyst said in a new investor note.

The NVDA Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on Nvidia with a $170 price target.


The Analyst Takeaways: Sur said Nvidia has "strong AI infrastructure deployment" over the next several years.

"NVIDIA hosted its 2025 GTC Paris keynote to highlight the sovereign AI opportunities in Europe and the AI industrial revolution that is driving accelerating demand for NVIDIA's platforms and software solutions," Sur said.

The analyst said the keynote showed off Nvidia's leadership in the AI space and being a "one-stop solution provider."

"Sovereign AI represents an incremental revenue opportunity as countries build out their AI infrastructure for their domestic market requirements."

Sur said Nvidia expects to build out $1.5 trillion worth of AI infrastructure in the next several years, which is incremental spending on top of the U.S. cloud and hyperscaler sectors.

"Europe is an underserved market, but the region is stepping up its investments."

The event highlighted the fact that Nvidia is partnering with some European companies in the telecommunications, cloud, and neo-cloud spaces to accelerate AI expansion in the region.

"NVIDIA identifies significant opportunities in autonomous driving, robotics, AI factories, and base stations. The team believes that humanoid robotics could become one of the largest industries ever."

Nvidia recently announced the development of the first industrial AI cloud tailored for European manufacturers, Sur highlighted in the note.

The analyst said Nvidia will continue to execute across all its business segments, and strong growth is expected in the second half of the year.

"We anticipate significant upside in shares, driving our Overweight rating."

NVDA Price Action: Nvidia stock is up 0.9% to $144.69 versus a 52-week trading range of $86.63 to $153.13. Nvidia stock is up 4.6% year-to-date in 2025.

Read Next:

Photo: Nvidia Image Via Shutterstock

Latest Ratings for NVDA

DateFirmActionFromTo
Mar 2022Goldman SachsReinstatesNeutral
Feb 2022Summit Insights GroupDowngradesBuyHold
Feb 2022MizuhoMaintainsBuy

View More Analyst Ratings for NVDA

View the Latest Analyst Ratings

 

Related Articles (NVDA)

View Comments and Join the Discussion!

Posted-In: AIAnalyst Color Price Target Reiteration Global Analyst Ratings Tech Trading Ideas

Latest Ratings

StockFirmActionPT
SEDGB of A SecuritiesMaintains411.0
PTLOPiper SandlerMaintains28.0
AOUTLake StreetMaintains26.0
RAPTPiper SandlerMaintains52.0
OCXLake StreetMaintains6.0
View the Latest Analytics Ratings
Don't Miss Any Updates!
News Directly in Your Inbox
Subscribe to:
Benzinga Premarket Activity
Get pre-market outlook, mid-day update and after-market roundup emails in your inbox.
Market in 5 Minutes
Everything you need to know about the market - quick & easy.
Fintech Focus
A daily collection of all things fintech, interesting developments and market updates.
SPAC
Everything you need to know about the latest SPAC news.
Thank You

Thank you for subscribing! If you have any questions feel free to call us at 1-877-440-ZING or email us at vipaccounts@benzinga.com