{"id":26169,"date":"2025-01-03T16:36:14","date_gmt":"2025-01-03T08:36:14","guid":{"rendered":"https:\/\/www.1ai.net\/?p=26169"},"modified":"2025-01-03T16:36:14","modified_gmt":"2025-01-03T08:36:14","slug":"%e7%be%8e%e5%9b%bd%e9%93%b6%e8%a1%8c%e5%88%86%e6%9e%90%e5%b8%88%ef%bc%9a%e8%8b%b1%e4%bc%9f%e8%be%be%e6%9c%89%e6%9c%9b%e6%ad%a3%e5%bc%8f%e8%bf%9b%e5%86%9bai-pc%e5%b8%82%e5%9c%ba","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/26169.html","title":{"rendered":"Bank of America analyst: NVIDIA is expected to officially enter the \"AI PC\" market, small probability of launching the CPU in person"},"content":{"rendered":"

January 3 News.Nvidia<\/a>The year 2024 has been a banner year, with its stock price continuing to climb and even bolstering the overall market to some extent. According to a new investment report from Bank of America analyst Vivek Arya, as reported by Wccftech on February 2, the GPU giant appears to be poised to build on its 2024 success.<\/p>\n

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While Arya acknowledges that the media has already revealed in advance the main things NVIDIA will unveil at CES 2025, he still believes the show will be the catalyst that drives NVIDIA's stock price higher.<\/p>\n

\"Despite the exposure of key topics prior to the show, we continue to see CES as a way to further solidify NVIDIA's leadership position and growth opportunities in fast-growing markets.\" Arya expects that at CES, NVIDIA willFocus on updating its robotics strategy<\/strong>The company will also showcase the Jetson Thor platform, which is designed for humanoid robots and follows the latest trends in \"physical AI\".<\/p>\n

In addition, he predicts that NVIDIA will also release\u00a0RTX 50xx Series Graphics Cards<\/strong>These Blackwell-based PC gaming graphics cards will feature faster GDDR7 memory and support advanced \"neural rendering\" technology.<\/p>\n

At the same time, Arya believes that NVIDIA will also beUpdated its data center and AI GPU product lines<\/strong>These include the current Blackwell family (GB200 and B200), upgraded versions expected to launch in the second half of the year (note: GB300 and B300, featuring 12-tier HBM 3E high-bandwidth memory totaling up to 288GB), as well as a preview of the next-generation Rubin chips to be released in 2026.<\/p>\n

More notably, Arya said that NVIDIAOr it will be in \" AI PC<\/a> Marketplace\" was officially unveiled<\/strong>, possibly through partnerships, and even withsmall probability<\/strong>Direct launch of standalone PC CPUs.<\/p>\n

This view is consistent with the predictions of Will Stein, an analyst at Truist Securities. He noted, \"We expect NVIDIA to launch a client-facing CPU in 2025, creatingApproximately $35 billion<\/strong>(currently approximately RMB 256,265 million) of additional market opportunities.\"<\/p>\n

Looking ahead to CES, Arya reiterates a Buy rating on NVIDIA shares based on these expected developments, and sets a price target of $190 (currently around RMB 1,391). Currently, NVIDIA's shares are trading at around $135 (currently around RMB 988) in pre-market trading, meaning there's still around 40% of upside compared to Arya's target price.<\/p>","protected":false},"excerpt":{"rendered":"

On January 3rd, the news was that the past year, 2024, was one of the best in the world, not only because stock prices continued to rise, but also because of some support for the market as a whole. According to Wccftech 2, the Bank of America analyst Vivek Arya's latest investment report indicates that the GPU giant appears to be preparing to build on the glory of 2024. Although Arya acknowledged that the media had made an advance disclosure of the main points that would be published by Ingweida on CES 2025, he continued to believe that the event would serve as a catalyst for the rise in share prices in Ingweida. \u201cDespite the major issues that have come to light before the show, we still believe that CES can further strengthen the British<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[977,239],"collection":[],"class_list":["post-26169","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai-pc","tag-239"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/26169","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=26169"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/26169\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=26169"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=26169"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=26169"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=26169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}