Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff - Yahoo Finance

Despite a recent selloff in the AI computing sector, NVIDIA's stock remains a strong growth candidate. According to 24/7 Wall St., the 12-month price target for NVIDIA is $252.14, representing a 27.62... Read original →

NVIDIA’s strength stems not from AI hype alone but from deep-stack integration: InfiniBand and Spectrum-X have locked major clients like Meta and OpenAI into an inseparable compute-interconnect-software ecosystem, raising substitution barriers for AMD. Yet reliance on 3nm EUV capacity in Taiwan, China exposes supply chain fragility, while U.S. export controls may curb Blackwell 300 deployment. Competitors will respond—AMD may pursue strategic IP acquisitions to close its interconnect gap, while Marvell leverages NVLink-compatible solutions. Over the next 12–24 months, the industry will shift from raw chip performance to system-level energy efficiency. If NVIDIA fails to rapidly scale platforms like Vera Rubin A5X, its valuation premium could erode. The $250 price target assumes peak-cycle demand persistence, ignoring looming data center capex saturation and potential long-tail correction.