The article discusses NVIDIA’s stock performance and future prospects, driven by the increasing demand for its graphics processing units (GPUs) in artificial intelligence (AI) applications. According to Blackwell, an equity research analyst at Oppenheimer, NVIDIA’s GPUs are essential for AI workloads, and the company is well-positioned to benefit from the growing adoption of AI across various industries. Blackwell highlights NVIDIA’s strong market position, with a 90% share in the AI training market and a 70% share in the AI inference market. The analyst expects NVIDIA’s data center revenue to grow by 30% annually over the next three years, driven by AI demand. Blackwell maintains an “Outperform” rating on NVIDIA stock and raises the price target to $350, implying a potential upside of over 20% from current levels. The article emphasizes NVIDIA’s leadership in AI and the company’s ability to capitalize on the rapidly growing AI market.