Nvidia's Blackwell GPUs and robotics computing solutions could significantly boost sales growth

From Nasdaq: 2025-01-20 04:05:00

Nvidia (NASDAQ: NVDA) has seen an 840% increase in shares since December 2022, valued at $3.3 trillion. Analysts predict potential upside from Blackwell GPUs and robotics computing solutions, with a target price of $175 per share. Blackwell GPUs are expected to significantly boost sales growth, outpacing the previous Hopper architecture.

Demand for Blackwell GPUs exceeds supply by 15 times, according to Wedbush analyst Dan Ives. Nvidia CFO Colette Kress noted that Blackwell demand far surpasses supply during the third-quarter earnings call. This shortage adds context to projections for Nvidia’s future earnings growth and market value.

Nvidia’s opportunity in autonomous driving and robotics is undervalued, according to analyst Dan Ives. He sees a 30% earnings growth potential in the near term, with long-term upside from robotics solutions. CEO Jensen Huang believes physical AI in robotics will be the next wave, complementing the company’s success in generative AI.

Nvidia’s automotive and robotics sales were $449 million in the last quarter, a fraction of its data center revenue. However, Huang anticipates significant growth in autonomous vehicles and robotics, estimating a $1 trillion opportunity. Ives forecasts a $5 trillion market value for Nvidia, implying a 52% upside from its current value.

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