Nvidia's $350 Target: The Vera Rubin Chip Revolution Begins
Nvidia'nın 2026'nın ikinci çeyreği için 94-95 milyar dolar gelir hedefi, Bank of America'nın $350 fiyat hedefi ile birlikte piyasayı sarsıyor. Analist
Nvidia's $94-$95 billion revenue target for Q2 2026, paired with Bank of America's $350 price target, is shaking the markets. Analyst Vivek Arya highlights the multi-quarter growth cycle sparked by Vera Rubin's full production launch. The company plans to deploy this new technology with 2 gigawatts of power capacity, partnering with AWS, Google Cloud, and Microsoft. Early adopters include OpenAI, Anthropic, and SpaceX. Nvidia's Q1 revenue growth of 85% YoY sets the stage for a Q2 target above 100%. Bank of America raises Q3 estimates to $107-$108 billion. Trading at a 16x forward P/E, Nvidia is at its lowest valuation in a decade. Vera Rubin's potential to boost AI and data center demand could signal a transformative shift in the sector. How will markets react to this development? Is a new solution emerging from the chip crisis?
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