From Yahoo Finance: 2025-05-20 11:01:00

NVIDIA CEO Jensen Huang announces a data center strategy shift at Computex Technology Exhibition, sparking “Jensanity” in Taiwan. Analyst Stacy Rasgon maintains Buy rating and $185 price target for NVIDIA stock. NVLink Fusion announcement seen as beneficial, with NVIDIA possibly targeting second-tier ASIC players like Marvell and MediaTek to boost market share.

Rasgon sees removal of diffusion rules as a near-term positive for NVIDIA’s earnings. Potential for continued innovation and expansion into new markets, including networking and PCs. Analyst anticipates capturing business from hyperscalers developing their own ASICs. Initial partners Marvell and MediaTek could benefit from NVIDIA’s tech.

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Read more at Yahoo Finance: Bernstein Maintains Buy Rating on Nvidia as ‘Jensanity’ Hits Taiwan