Bank of America: NVIDIA NVLink Fusion technology is "the most strategically significant" and reiterates buy rating
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Bank of America reiterated its "Buy" rating on NVIDIA with a target price of $160, stating that its NVLink Fusion technology is "the most strategically significant." This technology allows data centers to mix NVIDIA GPUs with third-party CPUs or AI accelerators, breaking down hardware ecosystem barriers and expanding the market. Analyst Vivek Arya pointed out that NVLink Fusion opens NVIDIA's interconnected architecture to cloud service providers, significantly expanding its total addressable market. NVIDIA has also launched multiple AI products to support the development of various industries
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