Think NVIDIA’s AI Boom Is Priced In? Analyst Says Wall Street Is Underestimating the Next 6 to 8 Quarters

NVIDIA Corp. The company launched its Open Agent Safety Platform to help enterprises monitor and control autonomous AI agents.

More than 100 organizations are working with NVIDIA’s agent-safety technologies, including Anthropic, Salesforce Inc. “Demand vs.

Ives argued that investors may be underestimating NVIDIA not only for the current quarter, but across the next six to eight quarters as AI spending expands. He pointed to Microsoft Corp.

(NASDAQ:MSFT) and the expansion of Azure AI workloads as part of the broader NVIDIA demand story. Huang also said Grace Blackwell systems can command rental rates of about $16 per GPU hour, compared with roughly $5 under some contracts signed a year earlier.

“NVIDIA’s buyback announcement was a bright spot,” Emons wrote. ”NVIDIA’s enormous market value also gives the stock growing influence over the broader market.

Ives believes it can. 07 during premarket trading on Tuesday.

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