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Goldman Reaffirms Preference for Nvidia (NVDA) in AI Compute Ecosystem
Yahoo Finance· 2026-01-25 09:13
NVIDIA Corporation (NASDAQ:NVDA) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Goldman Sachs reaffirmed its preference for Broadcom and Nvidia, highlighting that it continues to prefer both names within the compute ecosystem. The firm developed an “investment cost curve” to compare the economies of different chipmakers’ AI solutions and their competitiveness over time. It is intended to address investor questions about the GPU versus ASIC debate in artificial intelligence computing ...