According to a research report published by CICC, Nvidia management emphasized at the GTC conference in Berlin that the current DSX POD system-level delivery is expected to speed up the monetization of cloud computing power and the full stack strategy to promote the implementation of agents and end-side applications. The bank believes that the company is speeding up customer cash recovery, improving ROI, and supporting growth in computing power demand by shortening the production cycle and lowering the agent application threshold. At the same time, AI native enterprises are expected to contribute to the company's increased hardware procurement, and personal agent applications on robots and PCs will further benefit the company to expand the end-side market. The bank maintained its net profit forecast of 222.6 billion and 377.6 billion US dollars for the 2027 and 2028 fiscal years, reaffirmed its “outperforming the industry” rating, and maintained the target price of $308.1 million.

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