BofA analyst Vivek Arya maintains a Buy rating and $1,500 price target on “top pick” Nvidia following the CEO’s keynote ahead of the Computex annual computer expo in Taiwan over the weekend, noting that key product announcements made in conjunction with the event continue to bolster Nvidia’s AI leadership position. Nvidia is now eyeing millions of GPUs-sized clusters for large hyperscalers as early as 2026, paving the way for greatly increased unit opportunities, while the company is also eyeing mainstream/enterprise AI use cases with its smaller NVL2 and modular MGX platforms, the analyst tells investors.
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