NVIDIA Corporation (NVDA.US) continues to write the AI computing power myth! DGX Spark makes a grand debut, bringing data center-level computing power to the desktop.

The global smallest AI supercomputer created by the "AI chip hegemon" NVIDIA Corporation (NVDA.US) will officially be launched on the market on Wednesday local time, providing an AI stack based on the NVIDIA Corporation Grace Blackwell architecture in a compact desktop form. The emergence of this high-performance AI server in mini version, known as the "world's smallest AI supercomputer," signifies that NVIDIA Corporation may usher in an incredibly strong new performance growth point, challenging the $300 target price set by Cantor Fitzgerald, a Wall Street financial giant, and potentially exceeding a market value of over $7 trillion. At the same time, the significant technological development of NVIDIA Corporation indicates that the "super bull market trend" in the global AI computing power industry chain dominated by NVIDIA Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, Broadcom Inc., and Micron Technology, Inc. is far from over. This industry chain will continue to be the most favored investment sector globally in the coming period. NVIDIA Corporation's stock price has hit multiple historical highs this year, with a 40% increase in value. The current stock price hovers around $188, with a stable market value of $4.6 trillion, maintaining its top position on the global market value rankings. The latest product from NVIDIA Corporation, named "Nvidia DGX Spark," boasts the world's smallest AI supercomputer, providing enterprise data center-level supercomputing performance. It is equipped with the company's latest GB10 Grace Blackwell superchip and its ConnectX-7 high-performance network capabilities and NVIDIA Corporation's exclusive AI software stack. The core concept behind NVIDIA Corporation's launch of the DGX Spark mini AI supercomputer is to provide small and medium-sized enterprises and AI developers with a way to quickly and easily access an AI supercomputing system on the PC side, without having to spend millions of dollars on renting cloud-based AI data center computing services based on NVIDIA Corporation's Blackwell AI server clusters or purchasing their own AI server rack systems. In comparison, the DGX Spark is priced at only $3,999. Just like the first batch of DGX-1 systems delivered to Musk in 2016 Spark is strictly speaking part of a new type of personalized AI supercomputer actively launched by NVIDIA Corporation in collaboration with third-party partners (including Asus and Dell Technologies, Inc. Class C), which will allow B/C-end customers to easily develop and use AI large models/AI application software in real-time on their local PC devices. NVIDIA Corporation stated that Spark can be equipped with up to 128GB of memory, which should provide significant assistance when running large and extremely resource-intensive AI models. Looking back over the years, back in 2016, we successfully developed the world's first high-performance AI server system - the DGX-1, which provided AI researchers of that time with an AI supercomputer that could be deployed at any time. The first AI server system was personally delivered to one of the co-founders of a small AI startup called OpenAI, Elon Musk, which marked the birth of the groundbreaking ChatGPT and the beginning of the global AI revolution," said NVIDIA Corporation CEO Huang Renxun in a statement. "The DGX-1 ushered in the era of AI supercomputers and unlocked the scaling law driving modern AI large models. With DGX Spark, we will fully embrace this mission - to put an AI supercomputer in the hands of every AI developer, helping them ignite the next wave of AI technological breakthroughs." With the additional growth momentum provided by Spark, the NVIDIA Corporation bull market trajectory is far from over Without a doubt, leveraging powerful GPU processor systems and exclusive CUDA software systems, NVIDIA Corporation still occupies an absolute leading position in the global AI computing power competition. In terms of performance scale, Spark is undoubtedly a new growth point for NVIDIA Corporation and an amplifier for the AI ecosystem. In addition to the new desktop AI systems launched, the company continues to make massive deals with AI leaders, including a $100 billion investment in OpenAI, which will purchase up to 10 gigawatts of NVIDIA Corporation AI server clusters. Last month, NVIDIA Corporation signed a landmark agreement with cloud-based AI computing power leader CoreWeave (CRWV.US), receiving a $6.3 billion AI computing power order from the chip giant. In recent times, NVIDIA Corporation has also provided incredibly large AI GPU computing power cluster equipment to Elon Musk's xAI, one of the competitors of OpenAI, as well as Amazon.com, Inc., Alphabet Inc. Class C, Meta, parent company of Facebook, Microsoft Corporation, and many other tech giants. Not to mention the $500 billion Stargate Project jointly created by OpenAI and Oracle Corporation and SoftBank - starting in 2025, OpenAI, Oracle Corporation, and SoftBank will jointly advance a large-scale AI infrastructure project bearing the name of the "New Manhattan Project." DGX Spark undoubtedly represents a new growth vector for NVIDIA Corporation in the "local/personal-level AI supercomputer" arena, more like front-end acceleration penetration + ecosystem expansion, which will significantly strengthen its exclusive "Nvidia AI software-hardware integrated ecosystem" and the fortress for AI developers. The major drivers of larger-scale performance will still come from server rooms/supercomputing level deployments and super-large single computing infrastructure (such as the 10GW project brought by OpenAI), which is the core logic behind Cantor Fitzgerald's target stock price for NVIDIA Corporation being raised from $240 to the highest point on Wall Street - the $300 target stock price. In the eyes of top Wall Street institutions like Cantor, Citi, Loop Capital, and Wedbush, the wave of global investments in AI infrastructure centered on AI computing hardware is far from over; it is only just beginning. Under the unprecedented "AI computing power demand storm," this wave of AI investment is expected to reach a scale of $2-3 trillion. NVIDIA Corporation CEO Huang Renxun even predicts that by 2030, AI infrastructure spending will reach $3-4 trillion, offering significant long-term growth opportunities for NVIDIA Corporation. NVIDIA Corporation, hailed as the "world's highest market value company," is undoubtedly the "big dragon head" of the global AI computing power industry chain. Therefore, in the eyes of institutions and retail investors, NVIDIA Corporation's strong momentum of hitting multiple high points is far from over, signifying that the ongoing "super bull market trend" in the global AI computing power industry chain is far from over, and this industry chain will remain the most favored investment sector globally in the coming period. In the eyes of top Wall Street financial giants like Cantor, Citi, Loop Capital, and Wedbush, NVIDIA Corporation will continue to be the core beneficiary of the trillion-dollar AI spending wave. These institutions believe that NVIDIA Corporation's stock price hitting multiple historical highs is not reaching its end. Analysts on Wall Street have continually raised their 12-month target price for NVIDIA Corporation, with the latest average target price implying that NVIDIA Corporation's total market value will surpass the $5 trillion milestone within a year. With the additional growth momentum brought by Spark, NVIDIA Corporation's bull market path is far from over.