Nvidia(US:NVDA) Xin Hua Cai Jing·2025-07-09 14:24Core Viewpoint - Nvidia's stock price has surged, reaching a historic high of $163.56, with a market capitalization of $4 trillion, driven by strong expectations for AI demand and a significant increase of 89% since April [2] Group 1: Stock Performance - Nvidia's stock rose over 2% on July 9, 2023, marking a new all-time high [2] - The company's market capitalization has surpassed that of entire countries like the UK, France, and Germany [2] - Analysts predict a further 7.6% upside potential in Nvidia's stock price, with an average target price of $176.47 from 37 out of 42 analysts recommending a "buy" rating [3] Group 2: AI Demand and Business Strategy - Market expectations for sustained AI demand have significantly boosted Nvidia's earnings outlook [2] - Citigroup analysts have raised Nvidia's data center sales forecasts for fiscal years 2027 and 2028 by 5% and 11%, respectively, anticipating growth from sovereign AI demand [2] - Nvidia is transitioning to an AI infrastructure company, emphasizing the importance of AI infrastructure deployment globally [2] Group 3: Product Development - Nvidia plans to release new generations of AI chips annually, preparing for products like Blackwell and Vera Rubin to meet increasing model inference and training demands [3] - The company is expanding its offerings beyond AI chips to include software, cloud services, and networking chips, positioning itself as an "AI infrastructure" or "computing platform" provider [2]