$NVIDIA (NVDA.US)$CEOJensen Huanggave updates on AI demand, Blackwell products and return on investment during a speech at a Goldman Sachs technology conference Wednesday.
Analysts and investors come away encouraged by the update and the timeline of Blackwell.
Goldman Sachs on NVDA:Customer return on investment, a competitive moat and the ongoing Blackwell ramp were among the key highlights from Huang's presentation for Goldman Sachs analyst Toshiya Hari.
The analyst, who has a Buy rating and $135 price target on NVDA, said Huang highlighted the current rate of innovation.
"He noted that the densification and acceleration of the $1 trillion...
Login or create a forever free account to read this news
Sign up/Log in