Citi analysts increased their value for NVIDIA (NASDAQ: NVDA) on July 7, 2025 by $ 180 to $ 190, which is important in the rapidly growing Sovereign AI market of chipmaker Due to the role. Under the leadership of Analyst Atif Malik, the city feels that NVIDIA is taking advantage of "Global Ai Gold Rush" because governments around the world are making huge investments in the National AI infrastructure. The new target NVIDIA's current trading price points up to $ 160 to 15-19%, because the company is moving towards $ 4 trillion market cap.
 |
| Nvidia's AI chip dominance fuels global sovereign AI boom. |
Why the Upgrade?
City has now estimated that the AI Data Center Semiconductor market will reach $ 563 billion by 2028, which is 13% higher than its last 500 billion dollars. The firm has also increased its networking market estimate to $ 119 billion from $ 90 billion, which is inspired by the demand of advanced AI training cluster. Malik said, "In 2025, Sovereign AI investment is already contributing to billions of dollars and it will accelerate," he emphasized Nvidia's participation in almost every major deal.
The Blackwell platform of Nvidia, which includes GB 200 and GB 300 chips, is expected to increase the gross margin growth by 2026 to the middle of 70%. Evaluation of City Apply 30x value-to-income multiplier on $ 6.37 updated 2028 per share income, which reflects strong development prospects.
Sovereign AI: The New Frontier
Governments are engaged in the competition to create independent AI systems to secure data sovereignty and strategic benefits. Nvidia CEO Jenson Huang recently announced partnership with Saudi Arabia Human AI during Europe (UK, France, Germany) and June 2025 tour. Bank of America estimates that "every major country" will invest in Sovereign AI, while Oppenheimer estimates that the market can reach 1.5 trillion dollars globally, in which Europe alone includes 120 billion dollars.
Risks to Watch
Despite optimism, Nvidia is facing challenges. Recently, tariff related concerns in the US and more than $ 1 billion in 2025, in which 900 million dollars by Huang, has promoted instability, shares declined in the beginning of July. Posted on X shows mixed emotion: @Grit_Capital sees the goal of $ 190 as a sign of fast, while @StockTickerZone warns about tariff-powered reforms.
What’s Next for Nvidia?
While Nvidia's dominance in AI chips is undisputed, competition from AMD and TSMC, along with geopolitical uncertainties, can test its development path. Investors should monitor trade policies and supply chain mobility along with extended partnership of Nvidia.
Nvidia is engaged in shaping the global AI scenario, so stay connected to us for updates.
Comments
Post a Comment