NVIDIA's forecast to double chip volume, near-unanimous analyst Buy ratings, and rising price targets underscore a bullish outlook, with OEMs like Dell and HPE also poised to benefit.
Super Micro Computer shipped NVIDIA's Vera Rubin NVL72 liquid-cooled racks, backed by a $60 billion backlog, even as its forward P/E of 10.26 remains low ahead of November earnings.
Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows.
