goldman sachs bets big on nvidia: ai boom ahead?
New York, Monday, 14 July 2025.
goldman sachs has given nvidia a ‘buy’ rating, setting a price target of $185. this endorsement hinges on nvidia’s pivotal role in the ai infrastructure buildout. the firm highlights nvidia’s expanding customer base as a key driver for sustained growth. this projection suggests significant confidence in nvidia’s future performance within the rapidly evolving ai landscape. the investment bank expects nvidia to be a major winner. the stock was rated on july 10th.
Nvidia’s strategic ai positioning
Nvidia’s GPUs are integral to AI development [3]. TSMC is advancing packaging technology crucial for AI chips like those used in Grok 4 [3]. This technology enhances the performance of AI chips [3]. Allianz Investment Trust suggests focusing on AI and semiconductor sectors, indicating confidence in their growth potential [4]. These factors collectively reinforce Nvidia’s strategic position to capitalize on the expanding AI market.
Competitive landscape and market dynamics
The global AI supply chain faces restructuring due to rapid technological advancements [5]. Hon Hai (Foxconn) is shifting towards AI servers, electric vehicles, and low-orbit satellites [5]. This move signifies a broader industry trend of diversifying into AI-related sectors [5]. CoreWeave, an AI cloud provider, acquired Core Scientific for approximately $9 billion, reflecting the increasing consolidation and competition in the AI infrastructure space [6]. These dynamics highlight the competitive pressures and opportunities within the AI market.
Revenue potential and future growth
Hon Hai aims to increase its AI server revenue contribution to 15%-20% [5]. The company anticipates AI server revenue to exceed $31.2 billion [5]. This projection demonstrates the significant revenue potential in the AI server market [5]. Goldman Sachs’ “buy” rating and $185 price target for Nvidia indicate strong confidence in the company’s ability to generate substantial revenue from the AI infrastructure buildout [1]. The AI wave is sweeping the globe [2].