Nvidia Received a Rare Price Target Cut From a Wall Street Analyst -- but the Reasoning Behind the Cut Misses the Biggest Threat Facing This Artificial Intelligence (AI) Darling

For the better part of the last three years, the arrival of artificial intelligence (AI) is all Wall Street and everyday investors have cared about. But there's a good reason for that.Empowering software and systems with the capacity to make split-second decisions and become more efficient at their assigned tasks is a game-changing technology that the analysts at PwC foresee boosting global gross domestic product $15.7 trillion by 2030. Even if PwC is only somewhat in the ballpark with its estimate, it would lead to dozens or hundreds of public companies being enormous winners of the AI revolution.But it's no secret that Nvidia (NASDAQ: NVDA) has been Wall Street's AI darling and shining star. Its graphics processing units (GPUs) are the brains powering decision-making, generative AI solutions, and large language model (LLM) training in AI-accelerated data centers. With demand for AI-GPUs overwhelming their supply by a considerable amount, Nvidia has enjoyed exceptional pricing power for its Hopper (H100), Blackwell, and Blackwell Ultra GPUs.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool