NVIDIA, T-Mobile and Partners Integrate Physical AI Applications on AI-RAN-Ready Infrastructure
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JPMorgan: 'we believe NVDA’s vertically integrated platform is difficult to replicate'
March 17, 2026 7:43 AM EDTJPMorgan analyst Harlan Sur reiterated an Overweight rating and $265.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA hosted its annual GTC conference keynote yesterday in San Jose. Our key takeaways were: 1) Mgmt doubled demand visibility to $1T+ in shipments/ purchase orders for Blackwell and Vera Rubin through CY27 (vs. $500B through CY26 announced at GTC DC in Oct-25), implying a minimum of $50-70B upside (per JPMe) relative to Street consensus for CY26-27 DC revenues, with additional orders/backlog for CY27 likely to accrue over the next 6-9 months. A... More
Cantor Fitzgerald on NVIDIA (NVDA): 'we believe risk is unbelievably favorable at this point in time'
March 17, 2026 6:33 AM EDTCantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $300.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "This afternoon, we had the pleasure of attending Jensen's keynote kickoff for the company's hosted GTC. Lots of new announcements across hardware and software offerings, but key investor focus thus far is on the company's financial update - were Jensen highlighted... More
