NVIDIA Corp
NVDA: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|^b | LOCK|>& | LOCK|wh!h>^x |
Nvidia: Raising Fair Value to $260 From $240, as 'Agentic AI' Drives a $1 Trillion Forecast at GTC
Nvidia hosted its annual GTC conference and gave an outlook of $1 trillion of cumulative revenue from Blackwell and Rubin AI products from 2025-27. They also announced low-latency processors from their recent license with Groq, and NemoClaw to support OpenClaw "agentic" artificial intelligence.
