Nvidia's (NVDA) Blackwell GPUs are experiencing high demand, according to Wedbush analyst Dan Ives, who noted that enterprise AI customers are not slowing their investments. Ives estimates that 10% to 15% of IT budgets will be allocated to AI by 2025, with capital expenditures increasing by $100 billion to $325 billion. Despite competition from DeepSeek, demand for Nvidia's GPUs is expected to rise. Analysts maintain a Strong Buy consensus on NVDA stock, with a price target of $179, indicating a potential upside of 27.8%.$NVIDIA(NVDA.US)
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