Nvidia(US:NVDA) 智通财经网·2025-06-13 02:35Group 1 - The core viewpoint of the articles highlights Nvidia's significant growth potential following the GTC Paris developer conference, with strong buy ratings from Morgan Stanley and Evercore ISI, targeting stock prices of $170 and $190 respectively [1][2] - Nvidia plans to deploy over 3000 exaflops of computing power through its Blackwell architecture, with an initial collaboration involving 18,000 GB200 chips with French AI startup Mistral [1] - In the UK market, Nvidia is collaborating with Nebius and Nscale to create a computing cluster of 14,000 GB200 chips, alongside partnerships with major telecom operators across Europe [1] Group 2 - Evercore ISI analysts emphasize Nvidia's expansion of its European ecosystem, working with five telecom operators, 19 cloud service providers, and 16 supercomputing centers to build a localized AI computing network [2] - The EU's plan to support 20 AI factories, including several super factories, is expected to generate $40 billion to $50 billion in investments per factory, creating substantial demand for American cloud service providers [2] - Both investment banks stress that Nvidia is solidifying its AI computing dominance through a dual strategy of "hardware + ecosystem," with ongoing projects and EU policy support enhancing its market position [2]