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Morgan Stanley has reaffirmed Nvidia as a top pick for 2025, assigning an Overweight rating and a $166 price target. Despite facing near-term challenges with Hopper builds and Blackwell product delays, analysts believe these issues are temporary. By the second half of 2025, Nvidia's Blackwell GPUs are expected to significantly impact revenue growth.
The report highlights a shift back to GPUs among major ASIC users, suggesting increased competition for companies like Marvell and Broadcom. Nvidia's substantial $12 billion annual R&D investment is seen as crucial for maintaining its leadership in AI hardware. The upcoming CES event is anticipated to showcase strong demand for Blackwell GPUs, despite ongoing supply constraints.
• Morgan Stanley expects Nvidia's Blackwell GPUs to drive revenue growth.
• Nvidia's R&D investment is crucial for maintaining AI hardware leadership.
AGI refers to highly autonomous systems that outperform humans in most economically valuable work.
Inference is the process of drawing conclusions from data, crucial for AI applications.
Data center revenue is generated from services and applications powered by AI technologies.
Nvidia is a leader in AI hardware, focusing on GPU technology for various applications.
Marvell provides semiconductor solutions and faces competitive pressures from Nvidia's GPU offerings.
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