BofA analyst Vivek Arya maintains its Buy rating and $300 price target on its “top AI pick” Nvidia (NVDA) following the kickoff of the company’s flagship GTC conference, noting that highlights include $1.0T-plus in data center sales visibility for calendar 2025-27, up from prior visibility for sales of $500B-plus for calendar 2025-26. Following the keynote, the firm sees continued Nvidia leadership in AI, backed by its broadening full-stack end-to-end pipeline, extreme co-design with customers, and supply assurance.
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