UBS Predicts Explosive Growth Ahead

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UBS Predicts Explosive Growth Ahead

UBS analysts are standing firm on Nvidia (NASDAQ:NVDA), brushing off recent market doubts as “overblown” and forecasting a breakout quarter ahead. After dissecting Nvidia’s latest developments, UBS believes the company is on the cusp of a revenue explosion,

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$9 billion in Blackwell chipset sales for Januarynearly double earlier estimates. Nvidia’s shift from Hopper to Blackwell systems is accelerating rapidly, setting the stage for what UBS calls a “very dynamic” 2024.

Supply chain worries? UBS isn’t buying them. Instead, they point to Nvidia’s clever revenue recognition strategy, where end customers leverage ODMs’ working capital to keep inventory flowing smoothly. On top of that, Blackwell rack shipments are already rolling out with Hon Hai (HNHAF) leading the charge and Quanta ramping up soon. Even hardware bottlenecks, like connector cartridges from Amphenol (NYSE:APH), are seeing noticeable improvements, reinforcing Nvidia’s ability to deliver under pressure. UBS’s $185 price target for Nvidia remains unchangeda testament to their conviction in the company’s growth narrative.

For investors, this is shaping up to be a pivotal moment. Nvidia is rapidly solidifying its dominance in AI and data centers, with hyperscaler demand showing no signs of slowing. UBS’s analysis makes one thing clear: Nvidia’s Blackwell systems aren’t just a product launchthey’re a paradigm shift. With production scaling and market momentum building, Nvidia is poised to deliver blockbuster results in 2024 and beyond. Investors should buckle upit’s going to be a ride.

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