NVIDIA (NVDA) Price Target Raised to $225 After $100B OpenAI Deal

Core Viewpoint - NVIDIA Corporation is positioned as a leading player in the AI ecosystem, with a significant partnership with OpenAI that is expected to drive substantial revenue growth in the coming years [1][4]. Group 1: Analyst Ratings and Price Target - Evercore ISI analyst Mark Lipacis raised NVIDIA's price target to $225.00 from $214.00 while maintaining an Outperform rating [1]. - The firm reiterated NVIDIA as its Top Pick, indicating strong confidence in the company's future performance [3][4]. Group 2: Partnership with OpenAI - NVIDIA and OpenAI are collaborating to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure [2][4]. - NVIDIA plans to invest up to $100 billion in OpenAI as part of this deployment [2]. Group 3: Revenue Estimates and Market Position - Analysts believe that Wall Street is underestimating demand for NVIDIA's solutions, with expectations of $5.5 billion in additional revenue for NVIDIA in the second half of 2026 [4]. - Historically, NVIDIA's Total Addressable Market (TAM) was estimated at $30 billion to $40 billion per gigawatt, with potential for higher estimates going forward [4].