AI predicts NVDA stock price after Nvidia secures BlackRock deal

Core Viewpoint - HSBC has raised its price target for Nvidia to $320, which is nearly 80% above its current levels, following Nvidia's announcement of a $40 billion partnership with BlackRock to acquire Aligned Data Centers, indicating a significant move in Nvidia's data center infrastructure strategy [1][2]. Price Target Analysis - HSBC's $320 target is the most aggressive among major banks, significantly higher than Nvidia's recent closing price of around $179, reflecting expectations of continued hypergrowth driven by Nvidia's GPU pipeline and partnerships [2][3]. - In contrast, OpenAI's ChatGPT-5 predicts a more conservative price target of $225, suggesting a 25-30% gain over the next 12 months, indicating a more measured outlook compared to HSBC's forecast [2][3]. Market Sentiment - The average forecast from 37 Wall Street ratings collected on TipRanks aligns with ChatGPT's prediction of $225, indicating a consensus among analysts for a more moderate growth outlook [5][7]. - Wall Street appears to favor a "Strong Buy" rating for Nvidia, with only one analyst recommending a "Hold" and one a "Sell," suggesting a general optimism about the stock's potential [7]. Growth Catalysts and Risks - Both HSBC and OpenAI's model agree that Nvidia's strong positioning in AI and data center infrastructure will be key growth drivers, although risks such as competition from AMD and Intel, as well as challenges in the Chinese market, could impact Nvidia's supply chain [4][8]. - The current consensus suggests a preference for steady long-term growth rather than a rapid increase, although Nvidia remains a leader in its sector, leaving room for potential upside [9].