Nvidia Is Taking Trump’s ‘Stargate’ Idea Global. Should You Buy NVDA Stock Now?

Core Insights - Nvidia is significantly increasing its strategic initiatives in the U.K., including the launch of the Cambridge-1 supercomputer aimed at AI research in healthcare and life sciences [1] - The company plans to invest up to £11 billion in U.K.-based AI factories, deploying up to 120,000 Blackwell GPUs, marking the largest AI infrastructure rollout in the country's history [3] - Nvidia's investment coincides with a deal to reverse a ban on selling H20 chips to China, further solidifying its presence in the U.K. [4] Investment and Infrastructure - Nvidia, in collaboration with Nscale and CoreWeave, will deploy 300,000 Nvidia Grace Blackwell GPUs across the U.S., Portugal, and Norway, with up to 60,000 GPUs allocated for the U.K. [2] - This infrastructure will support OpenAI's "Stargate UK" initiative, establishing "sovereign compute" capabilities in the U.K. for sensitive AI applications [2] Financial Performance - Nvidia reported $46.7 billion in revenue for the latest quarter, a 56% year-over-year increase, with earnings per share (EPS) of $1.05, surpassing estimates [9] - The company forecasts next-quarter revenues to be around $54 billion, aligning closely with Wall Street's expectations [10] Market Position and Growth - Nvidia holds a dominant 92% share of the GPU market, with a strong product roadmap that includes the Blackwell, Rubin, and Feynman architectures [11][12] - The company has achieved remarkable compound annual growth rates (CAGRs) of 42.52% in revenue and 66.59% in earnings over the past decade [8] Analyst Sentiment - Analysts have rated NVDA stock as a "Strong Buy," with a mean target price of $211.42, indicating a potential upside of about 20% [15]