The new peak of AI! The AI infrastructure giant wave sweeps in. This agency bets on NVIDIA Corporation (NVDA.US) exceeding a market value of over $700 billion.

The "AI chip dominator" NVIDIA Corporation (NVDA.US) shows no signs of slowing down in dominating the trillion-dollar level artificial intelligence computing infrastructure construction, prompting Wall Street financial giant Cantor Fitzgerald to reiterate its "top pick" investment status for NVIDIA Corporation stocks and the most optimistic stock rating of "buy," and raising its target stock price for NVIDIA Corporation from $240 to the highest point on Wall Street - a target stock price of $300. The latest target price of $300 means that in the eyes of Cantor Fitzgerald, NVIDIA Corporation's total market value is expected to exceed $7 trillion, and it also means that the potential increase in NVIDIA Corporation's stock price in the future could be as high as 55%. In terms of the latest stock price, as of Thursday's closing of the US stock market, NVIDIA Corporation's stock price hit a new all-time high, closing at $192.570, up 1.83%. So far this year, NVIDIA Corporation's stock price has risen by 45%, significantly outperforming the S&P 500 index and the Nasdaq 100 index, with a market value hovering around $468 billion, firmly at the top of the global market value rankings. With NVIDIA Corporation's recent announcement of partnering with longtime competitor Intel Corporation, as well as announcing an investment of up to $100 billion in the leading AI company OpenAI, the two parties plan to jointly build a super AI data center with at least 10 gigawatts (GW) of computing power. The myth of "AI computing power" about NVIDIA Corporation has reached its peak since September. In the view of top Wall Street institutions like Cantor, NVIDIA Corporation remains the core beneficiary of the trillion-dollar level AI spending tsunami. In the eyes of top Wall Street institutions, the momentum of NVIDIA Corporation's stock price hitting all-time highs is far from over. Wall Street analysts have continuously raised their 12-month target stock price for NVIDIA Corporation in recent days, with the latest Wall Street average target price suggesting that NVIDIA Corporation's total market value will surpass the $5 trillion market value milestone within a year. NVIDIA Corporation, known as the "world's highest market value company," is the "ultimate leader" in the global AI computing power industry chain. Therefore, in the eyes of institutions and individual investors, NVIDIA Corporation's strong upward trend of hitting new highs is not stopping, meaning that this round of "super bull market" in the global AI computing power industry chain is far from over, and this industry chain will continue to be the most favored investment sector for global funds in the near future. It is under the leadership of large tech giants such as NVIDIA Corporation, Meta, Alphabet Inc. Class C, Oracle Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, and Broadcom Inc., as well as the epic stock price surge and strong performance so far this year led by AI computing power industry leaders, that an unprecedented wave of AI investment has swept through the US stock market and global stock market, driving the S&P 500 index and the global benchmark indexes like the MSCI Global Index to rise significantly since April, continuously hitting historical highs. Recently, prices of high-performance storage products in the global DRAM and NAND series have surged, and the global cloud computing giant Oracle Corporation far exceeded market expectations with a contract reserve of $455 billion. Additionally, the strong performance and future prospects announced recently by the global AI ASIC chip "super dominator" Broadcom Inc. have significantly reinforced the "long-term bull market narrative" of AI computing infrastructure sectors such as AI GPU, ASIC, HBM, data center SSD storage systems, liquid cooling systems, core power equipment, etc. The demand for AI computing power brought by generative AI applications and AI intelligent agents is expected to drive the AI computing infrastructure market to continue to show exponential growth, and the "AI reasoning system" is believed to be the largest source of revenue for NVIDIA Corporation in the future, according to Huang Renxun. In the eyes of Wall Street financial giants such as Citigroup, Loop Capital, and Wedbush, the global investment wave in AI computing hardware-based global AI infrastructure is far from over, and it is only the beginning. Under the unprecedented "AI computing power demand storm," this wave of AI investment is expected to amount to $2 trillion to $3 trillion. NVIDIA Corporation CEO Huang Renxun even predicts that by 2030, AI infrastructure spending will reach $3 trillion to $4 trillion, bringing significant long-term growth opportunities for NVIDIA Corporation. Experience the shock brought by the "AI faith"! Wall Street sounds the horn for a new round of stock price surge for NVIDIA Corporation Earlier this week, another Wall Street investment firm, Melius Research, significantly raised its target stock price for NVIDIA Corporation from $240 to $275, ranking second highest on Wall Street. In contrast, the target price set by the "flagship of the stock market bull market," Goldman Sachs Group, Inc., appears to be more conservative; the firm recently raised its target price for NVIDIA Corporation from $200 to $210. Last month, Bank of America Corp raised its target stock price for NVIDIA Corporation from $220 to $235, while Barclays almost simultaneously raised its target price for NVIDIA Corporation from $200 to $240. In early trading on Thursday in the US stock market, NVIDIA Corporation's stock price rose by over 3%, hitting an intraday high of $195.30. The stock has doubled in the past six months. $300 - this seemingly astonishing new target price was set after Cantor's analyst team held a series of investor meetings with NVIDIA Corporation executives (including CEO Huang Renxun and CFO Colette Kress) this week. They focused on discussing details of the newly reached partnership with OpenAI. "Our vision is to eliminate layers of profits stacking from server contract manufacturers (ODMs) and cloud service providers (CSPs), making the cost difference between NVIDIA Corporation and ASICs only an average of about 15% - this is truly a win-win for both parties, and may also bring further profit pressure to the strong recent niche market of ASICs," wrote Cantor analysts led by C.J. Muse in their investor report on Thursday. "The company continues to conduct Extreme Co-Design on an annual rhythm, optimizing the entire AI infrastructure supply chain - no major customers just want to buy NVIDIA Corporation's AI chips, they want to deploy NVIDIA Corporation's Blackwell AI computing systems on a large scale, thanks to NVIDIA's full-stack software and hardware solutions including CUDA-X," said Cantor analysts led by C.J. Muse. The Cantor analyst team now predicts that by natural or calendar year standards, NVIDIA Corporation's earnings per share will reach $8 in 2026, higher than the Wall Street and market consensus of $6.26; it is expected to reach $11 in 2027, while the market consensus is $7.37. The analysts at Cantor also pointed out that global demand for AI tokens has surged in the past few months - especially in AI fine-tuning and reasoning, and that this demand is increasing "token profitability." For example, the usage of AI tokens in Alphabet Inc. Class C's flagship application software - Gemini has increased to 9.8 trillion times per month in June 2025, far higher than 4.8 trillion times in April. "OpenAI and other major platforms currently achieve gross margins of 50% to 70%, causing all deployed NVIDIA Corporation AI GPUs to be fully booked," analyst Muse said. "Customers are desperately looking for compute clusters everywhere. More specifically, in the past 12 to 16 weeks, we have seen a major turning point - which may be related to a super outbreak of time-based reasoning and a surge in multimodal inputs led by Sora videos." Cantor's analyst team also firmly believes that the rapid and extremely widespread landing of generative AI applications proves that this wave of AI is not a bubble in any sense. "In the past 12 months, global large recommendation systems have adopted generative AI," said Cantor analyst Muse. "For example, search has migrated to generative AI. Social media has migrated to generative AI. Users are generating innovative content on their own, AI-based ad recommendation engines, everything has shifted from traditional machine learning to generative AI. Just the large-scale migration from traditional computing to generative AI has already seen capital expenditure of up to $2 trillion for NVIDIA Corporation. We are definitely not in a bubble, and the market is beginning to recognize how 'high-quality' AI can deliver significantly positive return on investment." The Cantor analyst team also predicts that the global AI infrastructure market size will reach $3 trillion to $4 trillion by 2030, which is in line with NVIDIA Corporation CEO Huang Renxun's prediction.