Analyst Calls NVIDIA Undervalued, Sees Major Upside Ahead - Benzinga

Benzinga analyst report identifies NVIDIA as undervalued with significant upside potential, citing the company's leading position in AI and data center markets. The analysis emphasizes NVIDIA's techno... Read original →

NVIDIA’s lead in 3nm and EUV isn’t just a node advantage—it’s triggering a cascade: EDA vendors scramble to co-optimize for its bespoke architectures, while hyperscalers lock in multi-year H100/B100 deals due to unmatched performance-per-watt. Yet this edge hinges on TSMC in Taiwan, China, exposing supply chains to geopolitical premiums that could inflate logistics and inventory costs by over 15%. In response, AMD and Intel will likely double down on chiplet-based designs using mature nodes to sidestep sub-7nm bottlenecks. Over the next 18 months, NVIDIA’s real moat won’t be silicon—it’s the CUDA-software lock-in with generative AI workflows. That ecosystem gravity ensures continued capital allocation toward NVIDIA, even as valuations stretch, because viable alternatives simply don’t exist at scale.