Latest news with #BlackwellGPUs
Business Insider
12-08-2025
- Business
- Business Insider
Nvidia (NVDA) Hails NVTS as Secret Weapon in AI Arms Race
Nvidia (NVDA), the California-based chip giant, has rapidly cemented its position as the undisputed leader in AI semiconductors. Meanwhile, little-known Navitas Semiconductor Corporation (NVTS) appears well-placed to support and enhance that dominance. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Nvidia has already partnered with Navitas to make the most of this technological breakthrough. Last May, Nvidia signed a strategic partnership with Navitas to develop its 800V high-voltage DC architecture to support its future rack-scale systems, including recently announced Rubin Ultra GPUs. As a pioneer in Gallium Nitride (GaN) power ICs, Navitas is poised to help Nvidia slash energy costs—a critical advantage as running high-performance GPUs demands massive power. I'm Bullish on Navitas and Nvidia, as I believe their partnership will prove to be pivotal in driving an energy-efficient future for AI. Nvidia's Power Problem Creates Opportunities To understand my bullish outlook on both Nvidia and Navitas, it's essential to first grasp the scale of Nvidia's looming power challenge. According to its latest SEC filings, major hyperscalers are installing 1,000 NVL72 racks each week—equating to an astonishing 72,000 Blackwell GPUs. In its fiscal Q1 2026 report (late May), Nvidia revealed nearly 100 AI 'factories' were active during the quarter ended April 27, with GPU deployments in these facilities doubling year-over-year. Management also warned that sustaining this growth will require hundreds of gigawatts of power in the coming years. In fact, Nvidia now lists limited access to efficient energy resources as a key risk factor in its quarterly filings—one that could materially impact future financial performance. Industry data reinforces this concern: the International Energy Agency projects that global electricity demand from data centers, AI, and crypto could approach 1,000 TWh, roughly the current annual consumption of Japan. Without cost-effective, scalable energy solutions, this power bottleneck could become a serious brake on Nvidia's long-term AI chip demand. Navitas Offers a Solution to Nvidia's Power Needs The power gap is central to Nvidia's future—and Navitas is uniquely positioned to help close it. Gallium Nitride (GaN), Navitas' specialty, is a next-generation semiconductor material with fundamentally superior energy efficiency compared to the traditional silicon that dominates today's chips. Research shows GaN devices deliver higher power density, operate at cooler temperatures, and enable data center power platforms up to 40% smaller than silicon-based solutions. Recognizing this advantage, Nvidia formed a strategic partnership with Navitas in May to co-develop its 800V high-voltage DC architecture for next-generation rack-scale systems, including the recently announced Rubin Ultra GPUs. Navitas estimates that this collaboration could boost Nvidia's power efficiency by roughly 5%—a gain that translates into millions of gigawatt-hours saved at Nvidia's current scale. Beyond efficiency, the GaN-based systems are expected to slash data center maintenance costs by 70% and cut copper wiring needs by 45%, further enhancing Nvidia's operational edge. Navitas is More Than Just an Nvidia Partner Navitas's growth story is further reinforced by its aggressive diversification strategy. Since announcing its partnership with Nvidia in May, Navitas' stock has more than tripled—but the momentum extends well beyond AI. In Q1 2025, the EV, solar, and industrial sectors generated roughly 60% of company revenue, up from just 15% a year earlier—clear evidence of a rapidly broadening revenue base. Recent wins include major EV design contracts with industry leaders such as BYD (BYDDF), where Navitas' GaN and Silicon Carbide solutions enable 3x faster charging. In solar, Navitas secured a partnership with Enphase Energy (ENPH), tapping into a fast-growing renewable energy market driven by the global push for scalable, efficient climate solutions. The company is also making inroads into consumer electronics, targeting high-volume manufacturers like Dell Technologies (DELL). Together, these moves significantly de-risk the Navitas investment case by reducing dependence on any single market while positioning the company at the heart of multiple high-growth industries. Is Navitas Semiconductor a Buy, Sell, or Hold? On Wall Street, NVTS stock carries a Moderate Buy consensus rating based on three Buy, three Hold, and one Sell ratings over the past three months. NVTS's average stock price target of $7.07 implies approximately 6% upside potential over the next twelve months. While current analyst estimates suggest Navitas is fairly valued, I believe its ongoing partnership with Nvidia has the potential to shift sentiment meaningfully once the tangible financial benefits of that collaboration become evident. With its advanced GaN and SiC power semiconductors, Navitas is uniquely positioned to tackle the AI industry's most pressing challenge—power consumption—and, in doing so, emerge as a critical enabler of large-scale AI adoption. Navitas Semiconductor is well-positioned to support Nvidia's continued AI dominance by addressing one of its most critical scaling challenges—power efficiency. Early traction from the Nvidia partnership could open doors to additional deals with other major chipmakers, setting the stage for sustained, accelerated growth. While the stock trades at a premium, I remain Bullish, as Navitas has the potential to meaningfully disrupt the power semiconductor market.
Yahoo
22-07-2025
- Business
- Yahoo
BTIG Maintains a Buy on Iris Energy (IREN), Sets a PT of $22
Iris Energy Limited (NASDAQ:IREN) is one of the top bitcoin mining stocks to buy amid bitcoin hike. On July 15, BTIG analyst Gregory Lewis maintained a Buy rating on Iris Energy Limited (NASDAQ:IREN) and set a price target of $22.00. IREN Ltd. (IREN) Soars for 7th Day, as Firm On Track to Hit Hash Rate Target A table full of technology, with bitcoin mining rigs and a laptop showing a financial graph. Iris Energy Limited (NASDAQ:IREN) reported record monthly revenue and hardware profile in June 2025. Total revenue reached $68 million, and the company reached its self-mining target of 50 EH/s. The report also showed that Iris Energy Limited (NASDAQ:IREN) expanded its AI Cloud Business with ~2.4k Blackwell GPUs and completed an oversubscribed $550 million convertible notes offering, strengthening its market presence and infrastructure capabilities. Formerly known as Iris Energy Limited, IREN Limited (NASDAQ:IREN) is an Australia-based company that owns and operates renewable energy-powered data centers. Its facilities are specially optimized for Bitcoin mining, AI cloud services, and other power-dense computing. While we acknowledge the potential of IREN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
30-06-2025
- Business
- Yahoo
HPE Collaborates with NVIDIA Corporation (NVDA) to Drive Next Gen of AI Innovation
NVIDIA Corporation (NASDAQ:NVDA) is among the best stocks added in a . A futuristic datacenter with servers and high-tech equipment, signifying the company's cutting-edge digital technology. On June 24, 2025, Hewlett Packard Enterprise announced the launch of its expanded NVIDIA AI Computing by HPE portfolio at the HPE Discover event. This launch introduced modular AI factory solutions built on NVIDIA Blackwell GPUs, HPE Private Cloud AI with RTX PRO 6000 support, along with full integration of NVIDIA AI Enterprise software. Furthermore, HPE introduced a new 'try and buy' model, allowing customers to experience the AI solutions before purchasing. Over 75 use cases were showcased, including agentic AI for the financial sector. Through this collaboration, NVIDIA Corporation (NASDAQ:NVDA) is set to strengthen its position in sovereign AI solutions and enterprise-grade deployments. Moreover, this partnership will allow NVIDIA to offer scalable infrastructure with post-quantum security, air-gapped data protection, and federated GPU pooling. NVIDIA Corporation (NASDAQ:NVDA) manufactures GPU and AI platforms, serving a vast range of sectors, including gaming, data center, automotive, and professional visualization markets. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: 10 Overlooked Tech Stocks to Buy Now and 10 Low Risk High Reward Stocks Set to Triple by 2030. Disclosure: None.
Yahoo
30-06-2025
- Business
- Yahoo
HPE Collaborates with NVIDIA Corporation (NVDA) to Drive Next Gen of AI Innovation
NVIDIA Corporation (NASDAQ:NVDA) is among the best stocks added in a . A futuristic datacenter with servers and high-tech equipment, signifying the company's cutting-edge digital technology. On June 24, 2025, Hewlett Packard Enterprise announced the launch of its expanded NVIDIA AI Computing by HPE portfolio at the HPE Discover event. This launch introduced modular AI factory solutions built on NVIDIA Blackwell GPUs, HPE Private Cloud AI with RTX PRO 6000 support, along with full integration of NVIDIA AI Enterprise software. Furthermore, HPE introduced a new 'try and buy' model, allowing customers to experience the AI solutions before purchasing. Over 75 use cases were showcased, including agentic AI for the financial sector. Through this collaboration, NVIDIA Corporation (NASDAQ:NVDA) is set to strengthen its position in sovereign AI solutions and enterprise-grade deployments. Moreover, this partnership will allow NVIDIA to offer scalable infrastructure with post-quantum security, air-gapped data protection, and federated GPU pooling. NVIDIA Corporation (NASDAQ:NVDA) manufactures GPU and AI platforms, serving a vast range of sectors, including gaming, data center, automotive, and professional visualization markets. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: 10 Overlooked Tech Stocks to Buy Now and 10 Low Risk High Reward Stocks Set to Triple by 2030. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst
Artificial intelligence (AI) looks to be the most impactful innovation for corporate America since the advent and proliferation of the internet more than 30 years ago. Compelling arguments from select Wall Street analysts point to Nvidia stock climbing by up to 55% or potentially losing almost 30% of its value. All Wall Street price targets for Nvidia fail to account for a historically accurate catalyst. 10 stocks we like better than Nvidia › More than 30 years ago, the advent and proliferation of the internet kicked off the greatest leap forward in technological innovation for businesses in a long time. Though a number of next-big-thing innovations have come along since the internet revolutionized how businesses interact with consumers and sell their products and services, none have come close to matching its long-term addressable potential... until now. The rise of artificial intelligence (AI) represents the next great tech advancement that has the ability to alter the long-term growth trajectory for corporate America. Empowering software and systems with AI solutions to make decisions without human intervention gives this technology a jaw-dropping addressable market, which the analysts at PwC have pegged at $15.7 trillion (globally) by 2030. Although a long list of companies has benefited from Wall Street's hottest trend, it's semiconductor titan Nvidia (NASDAQ: NVDA) that's become the face of the AI revolution. As is often the case with businesses on the leading edge of a game-changing innovation, predictions are all over the map. Whereas one Wall Street analyst foresees the most pivotal of all tech stocks soaring to $220 per share, another believes it'll plummet to just $100 per share. Yet what's most interesting is that Wall Street's high- and low-water price targets both completely overlook what can arguably be described as the biggest catalyst for Nvidia. Make no mistake about it, the overwhelming majority of Wall Street analysts and investors believe Nvidia stock is headed higher. But none of these price projections speaks louder than analyst Ivan Feinseth at Tigress Financial, who foresees Nvidia shares adding 55% and heading to $220. If Feinseth is accurate, Nvidia's market cap would near $5.4 trillion. For context, Nvidia had a market valuation of $360 billion when 2023 began. Feinseth's Street-high price target is predicated on sustained strong demand for Nvidia's graphics processing units (GPUs). The Hopper (H100) and successor Blackwell GPUs account for the lion's share of the GPUs currently deployed in AI-accelerated data centers, and demand for this hardware hasn't shown any signs of slowing. As a general rule, when the demand for a good or service outstrips its supply, the price of said good or service is going to climb until demand tapers off. In Nvidia's case, its GPU orders are backlogged, which has allowed the company to charge a healthy premium for its hardware, relative to its direct external competitors. The end result has been a significant uptick in the company's gross margin, compared to prior to the AI revolution taking shape. Feinseth's $220 price target, which was issued in late January, came after a short-lived plunge in Nvidia stock caused by the debut of China-based DeepSeek's R1 large language model (LLM) chatbot. DeepSeek is alleged to have used slower and less-costly hardware from Nvidia to develop its LLM. Feinseth's lofty price target demonstrates confidence that Nvidia will be able to maintain its superior pricing power. On the other end of the spectrum is Seaport Global Investors analyst Jay Goldberg. In late April, Goldberg became the only analyst covering Nvidia to rate its stock as a "sell," and initiated a $100 price target. Based on where Nvidia shares ended the session on June 6, Goldberg's price target intimates a decline of almost 30%. Goldberg doesn't foresee Wall Street's AI darling losing its leading position as the preferred company powering AI-accelerated data centers. But he does believe that AI optimism is fully priced into Nvidia stock given a few variables. To begin with, Goldberg notes that many of Nvidia's top customers by net sales are internally developing AI-GPUs and solutions of their own. Even though these chips won't represent external competition for Hopper, Blackwell, or any successor GPUs, they're going to be notably cheaper and more readily accessible than Nvidia's premium-priced and backlogged hardware. This is potentially problematic to Nvidia landing new orders from its current top customers. Goldberg also believes that enterprise customers will branch out and purchase from other hardware providers. For instance, Advanced Micro Devices' less-costly Instinct MI300X series GPUs, as well as Broadcom's custom AI-accelerating chips, could siphon away some of Nvidia's monopoly like data center market share over time. With enterprise spending on AI-data center infrastructure expected to slow in 2026, per Goldberg, Nvidia stock is currently pricey. While Feinseth and Goldberg both make compelling cases, their arguments -- along with the dozens of other analysts and institutions that have placed a price target on shares of Nvidia stock -- completely overlook a historical catalyst associated with next-big-thing trends and innovations. Though the internet proved to be a game-changing technology, it wasn't a universal winner from the get-go. It took years for businesses to figure out how to optimize their marketing and sales to consumers and other businesses. In other words, it took time for the internet to mature as a mainstream innovation. Since the advent of the internet, we've witnessed a number of other high-profile trends, technologies, and innovations come along that have also endured an early stage bubble-bursting event. This includes (but isn't limited to) genome decoding, business-to-business commerce, nanotechnology, 3D printing, cannabis, blockchain technology, and the metaverse. For more than 30 years, investors have consistently overestimated the timeline to mainstream adoption and/or utility for game-changing innovations. In short, investors aren't giving these hyped trends the proper time or channels to mature. Although Nvidia's sales have skyrocketed from $27 billion to more than $130 billion between fiscal 2023 and fiscal 2025 (its fiscal year ends in late January), most businesses are nowhere close to optimizing their AI solutions as of yet, or even generating a positive return on their AI infrastructure investments. This points to the growing likelihood of an AI bubble forming and, at some point, bursting. To be objective, this doesn't mean Nvidia won't be a long-term winner. The proliferation of the internet eventually sent the stock market soaring. While Feinseth's price target may not be achievable in the near-term, it's certainly within the realm of possibilities as businesses learn how to properly utilize AI solutions and generate a profit from their aggressive AI investments. But this historical correlation between next-big-thing trends and bubble-bursting events also suggests Goldberg is likelier to be right in the coming quarters -- albeit not for the reasons put forth in his research note in late April. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst was originally published by The Motley Fool
