stocks
Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
NASDAQ · Semiconductors
NVIDIA Corporation (NVDA)
NVIDIA designs the accelerated-computing platforms — GPUs, networking and the CUDA software stack — that underpin most commercial AI training and inference workloads. Founded in 1993 and headquartered in Santa Clara, California, NVIDIA Corporation employs approximately 36,000 people.
Reference price$178.42
Daily change+1.63%
Market cap$4.35T
P/E ratio48.2
Analyst consensusStrong Buy
Price target$205
Next earnings2026-08-26
Dividend yield0.02%
Company profile
Headquarters
Founded
1993
Employees
36,000
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