---
title: "Morgan Stanley maintains \"Overweight\" rating on NVIDIA with a target price set at $210"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/260834887.md"
description: "Morgan Stanley maintains an \"Overweight\" rating on NVIDIA, setting a target price of $210, with an expected total market value of approximately $5.1 trillion. Analyst Joseph Moore stated that confidence in short-term and long-term demand for artificial intelligence has strengthened, global cloud capital expenditures continue to expand, and the computing core is shifting from CPU to GPU, driving revenue growth for NVIDIA. It is expected that by 2030, the market size of AI infrastructure will reach $3 to $5 trillion"
datetime: "2025-10-13T05:31:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/260834887.md)
  - [en](https://longbridge.com/en/news/260834887.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/260834887.md)
---

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# Morgan Stanley maintains "Overweight" rating on NVIDIA with a target price set at $210

**Viewpoint Network News:** On October 13, Morgan Stanley released its latest report stating that after discussions with NVIDIA's management, it has confirmed its increased confidence in the short-term and long-term demand for artificial intelligence, maintaining an "Overweight" rating with a target price of $210, corresponding to a total market value of approximately $5.1 trillion.

The analyst team led by Joseph Moore pointed out that global cloud capital expenditures continue to expand, with the computing core accelerating its migration from CPU to GPU, becoming the main driver of NVIDIA's revenue growth.

The report predicts that by 2030, the AI infrastructure market size is expected to reach $3 to $5 trillion, higher than previous forecasts. Regarding the financing issues raised by NVIDIA's collaboration with OpenAI, Moore emphasized that this model serves as a "demand accelerator," and the company is expanding data center capacity through investments in CoreWeave and the UK sovereign fund, with related strategies potentially replicable to more enterprises in the future

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