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Rate Of ReturnNonsense opinion, haha... but it's fine, shaking out those with weak will or who don't understand the AI ecosystem, then continuing to push up $NVIDIA(NVDA.US)
Citigroup lowers NVIDIA's target price: Broadcom's TPU poses a substantial threat to GPU
Citigroup analysts have lowered NVIDIA's target price to $200 due to intensified competition in the TPU market, expecting a reduction of approximately $12 billion in GPU sales by 2026. Specifically, the XPU market is projected to achieve a year-on-year growth of 53% in 2026, significantly surpassing the 34% year-on-year growth rate of AI GPU sales. This growth is primarily driven by the capacity ramp-up of Google, Meta, and Amazon
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