Group 1 - Loop Capital raised its target price for Nvidia (NVDA.US) from $250 to $350, the highest target on Wall Street, projecting a market capitalization of $8.5 trillion based on this target price [1] - Nvidia is expected to see a significant increase in GPU shipments over the next 12 to 15 months due to strong demand for the GB200 NVL72 rack [1] - Major Wall Street firms, including Citigroup, Goldman Sachs, and Bank of America, have also raised their target prices for Nvidia, with Bank of America setting the most aggressive target at $235, while Goldman Sachs and Citigroup set theirs at $210 [1] Group 2 - At the recent GTC conference in Washington, Nvidia announced significant developments across seven key areas, including AI, quantum computing, and robotics, with CEO Jensen Huang highlighting a visible $500 billion sales potential for the Grace Blackwell and Vera Rubin GPU product lines by 2026 [2] - Nvidia's market capitalization briefly surpassed $5 trillion, making it the first company to reach this milestone, and it holds an 8.5% weight in the S&P 500 index, exceeding the combined weight of 240 companies in the index [2] - Analysts view Nvidia as the biggest winner in the current earnings season, with major companies like Amazon, Alphabet, Meta Platforms, and Microsoft emphasizing increased spending on AI, positioning Nvidia as a primary beneficiary of this trend [2] Group 3 - Investment professionals believe that companies will continue to invest in computing power, with Nvidia being identified as potentially the best supplier in the market [3] - Analysts suggest that the flow of funds is directed towards computing power suppliers, semiconductor companies, and platforms, with Nvidia being a major player in this space [3] - The sentiment among analysts indicates that Nvidia's growth will also benefit smaller chip manufacturers like Broadcom (AVGO.US) and Micron Technology (MU.US) [3]