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<Research>G Sachs Cites Nvidia's Reiteration of Delivering Blackwell Products from 4FQ; Rating Reiterated Buy
Recommend 6 Positive 8 Negative 2 |
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Nvidia (NVDA.US) Founder and CEO Jensen Huang reiterated that the company will begin delivering Blackwell products in FY4Q25, and will scale up deliveries in FY2026, Goldman Sachs said in a research report. He also commented on the flexibility of its supply chain partners. Without key suppliers such as TSMC (TSM.US), the company's revenue growth would not surge in 2H23 and 2024, he said, while at the same time, the company has enough intellectual property (IP) in-house to shift production without significant impact. Goldman Sachs reiterated its Buy rating on Nvidia and added it to its Conviction List, with a target price of US$135. AAStocks Financial News |
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