Morgan Stanley analyst Joseph Moore called Nvidia's GTC “one of the more impressive GTCs,” according to TipRanks. Moore highlighted CEO Jensen Huang’s confident stance and Nvidia’s multiyear scaling strategy in training, inference, and physical AI. He noted that Nvidia’s announcement of Blackwell GPU units delivered to top U.S. cloud providers was a strategic move to reassert strong demand amid macro and regulatory concerns. He kept a bullish rating on the stock, while most analysts also view it favorably with expectations of continued strong gains.
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00:00It's Benzinga, bringing Wall Street to Main Street.
00:02Working daily analyst Joseph Moore called NVIDIA's GTC one of the more impressive GTCs,
00:07according to TipRank. Moore highlighted CEO Jensen Huang's confident stance
00:11and NVIDIA's multi-year scaling strategy in training, inference, and physical AI.
00:16He noted that NVIDIA's announcement of Blackwell GPU units delivered to top U.S. cloud providers
00:21was a strategic move to reassert strong demand amid macro and regulatory concerns.
00:27He kept a bullish rating on the stock, while most analysts also viewed favorably
00:31with expectations of continued strong gains.
00:34For all things money, visit Benzinga.com slash GSTV.