Analysts Reaffirm Bullish NVIDIA Calls After GTC as Company Outlines Bigger AI Opportunity

Overview

• Cantor Fitzgerald kept an Overweight rating with a $300 price target on March 12, and BofA restated a Buy with a $300 target on March 9 ahead of GTC.
• At the March 16 GTC keynote, Jensen Huang’s demand outlook—relayed by Jim Cramer—rose to a claimed trillion‑dollar opportunity by 2027, alongside an emphasis on lower‑cost inference chips.
• NVIDIA named Samsung and SK hynix as HBM4 suppliers for its Vera Rubin AI chip, highlighting reliance on scarce high‑bandwidth memory capacity.
• BofA flagged roadmap specifics: Rubin as the next data‑center architecture after Blackwell, Feynman GPUs targeted for 2028, expanding optics, and work linking GPUs to quantum platforms via NVQLink and CUDA Q.
• Bloomberg reported on March 6 that U.S. officials were weighing rules that would require government approval for AI chip exports, underscoring ongoing regulatory risk.