Analysts are bullish on NVIDIA Corporation (NASDAQ:NVDA) as AI investments grow. In December, a Morgan Stanley analyst predicted a strong second half for NVDA in 2025, which came true. NVDA shares are up 28% this year. Nvidia’s latest deals with OpenAI and Intel show continued AI demand, but competition may slow growth.

Nvidia’s Hopper Infrastructure and Blackwell are key to AI infrastructure, but growth has slowed compared to previous quarters. Despite competition and capex limitations, Nvidia’s revenue growth was 56% in the latest quarter. The company’s strong position in the data center market will drive growth, though competition may impact margins long term.

Nvidia’s $5 billion investment in Intel for AI infrastructure impressed the market. The deal with Intel is expected to open up $50 billion in total addressable market for both companies in data center and PC business. Macquarie Core Equity Fund noted Nvidia’s strong performance in the second quarter of 2025, but the fund’s relative underweight negatively affected returns.

Read more at Yahoo Finance: This Analyst’s Prediction About NVIDIA (NVDA) Was Right