{"id":39724,"date":"2023-07-24T07:39:04","date_gmt":"2023-07-24T11:39:04","guid":{"rendered":"https:\/\/ifintechworld.com\/investing\/nvidia-is-dominating-and-could-unlock-300-billion-in-ai-revenue-by-2027-analyst-says\/"},"modified":"2023-07-24T07:39:06","modified_gmt":"2023-07-24T11:39:06","slug":"nvidia-is-dominating-and-could-unlock-300-billion-in-ai-revenue-by-2027-analyst-says","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=39724","title":{"rendered":"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says"},"content":{"rendered":"
\n

Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities ahead of the chip giant. <\/p>\n

The company is \u201cdominating\u201d the market for AI servers, he wrote, and while the company could face stiffer competition over time than it does today, Rakesh said he still expects Nvidia
\n NVDA,
\n -2.66%<\/bg-quote>
\n to hold on to \u201csignificant\u201d share of the market. In doing so the company could unlock $300 billion in AI-related revenue by 2027, he estimated.<\/p>\n

\n

Read<\/strong>: Nvidia could follow \u2018blowout\u2019 outlook with more massive upside, analyst says<\/p>\n

Nvidia\u2019s AI revenue opportunity this year could be $25 billion to $30 billion, Rakesh noted, based on his expectation that the company will ship about 100,000 AI units this year at average selling prices of $250,000 to $300,000. Even though average selling prices could fall to $200,000 or so by 2027, Rakesh said he sees the potential for a massive uplift in unit sales as the company could ship 1.5 million AI servers by that point. <\/p>\n

Though Nvidia shares have jumped 200% so far this year, Rakesh said he thinks they can run higher still. He boosted his price target on the stock to $530 from $400 and said that the new target is \u201cconservative.\u201d <\/p>\n

Don\u2019t miss:<\/strong> Nvidia is showing shades of Apple and its stock could hit $625, says one new bull<\/p>\n

AI could come to bring a much bigger windfall for Nvidia shares than that target implies. With \u201can incremental ~$20-$300\/share of AI value still to be unlocked,\u201d that suggests \u201ca potential NVDA value\/share at ~$486-$760,\u201d Rakesh wrote Sunday, while reiterating his buy rating. <\/p>\n

See also<\/strong>: Nvidia\u2019s stock could have a pathway to $600, Citi says<\/p>\n

He also lifted his price target on neutral-rated Intel Corp. shares
\n INTC,
\n +1.95%<\/bg-quote>
\n to $33 from $30 in his latest report. <\/p>\n

Intel \u201ccould see some incremental revenue from the AI revolution, but with growth more muted\u201d than competitors Nvidia and Advanced Micro Devices Inc.
\n AMD,
\n +0.63%<\/bg-quote>,<\/span>
\n he wrote. <\/p>\n

Rakesh left his buy rating and $140 price target intact on shares of AMD. <\/p>\n<\/p><\/div>\n<\/div>\n

Read the full article here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities ahead of the chip giant. The company is \u201cdominating\u201d the market for AI servers, he wrote, and while the company could face stiffer competition over time than it does today, Rakesh said he still […]<\/p>\n","protected":false},"author":1,"featured_media":18120,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[239],"tags":[83],"class_list":["post-39724","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-investing","tag-featured","post_format-post-format-video"],"yoast_head":"\nNvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says | iFintechWorld<\/title>\n<meta name=\"description\" content=\"Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ifintechworld.com\/?p=39724\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says | iFintechWorld\" \/>\n<meta property=\"og:description\" content=\"Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ifintechworld.com\/?p=39724\" \/>\n<meta property=\"og:site_name\" content=\"iFintechWorld\" \/>\n<meta property=\"article:published_time\" content=\"2023-07-24T11:39:04+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-24T11:39:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/06\/1685912545_social.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"640\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"News Room\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"News Room\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/ifintechworld.com\/?p=39724#article\",\"isPartOf\":{\"@id\":\"https:\/\/ifintechworld.com\/?p=39724\"},\"author\":{\"name\":\"News Room\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61\"},\"headline\":\"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says\",\"datePublished\":\"2023-07-24T11:39:04+00:00\",\"dateModified\":\"2023-07-24T11:39:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/ifintechworld.com\/?p=39724\"},\"wordCount\":350,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/ifintechworld.com\/#organization\"},\"keywords\":[\"Featured\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/ifintechworld.com\/?p=39724#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ifintechworld.com\/?p=39724\",\"url\":\"https:\/\/ifintechworld.com\/?p=39724\",\"name\":\"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says | iFintechWorld\",\"isPartOf\":{\"@id\":\"https:\/\/ifintechworld.com\/#website\"},\"datePublished\":\"2023-07-24T11:39:04+00:00\",\"dateModified\":\"2023-07-24T11:39:06+00:00\",\"description\":\"Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities\",\"breadcrumb\":{\"@id\":\"https:\/\/ifintechworld.com\/?p=39724#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ifintechworld.com\/?p=39724\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ifintechworld.com\/?p=39724#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/ifintechworld.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ifintechworld.com\/#website\",\"url\":\"https:\/\/ifintechworld.com\/\",\"name\":\"Repay Down\",\"description\":\"Latest Personal Finance News, Tips and Updates\",\"publisher\":{\"@id\":\"https:\/\/ifintechworld.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ifintechworld.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ifintechworld.com\/#organization\",\"name\":\"Repay Down\",\"url\":\"https:\/\/ifintechworld.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png\",\"contentUrl\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png\",\"width\":558,\"height\":90,\"caption\":\"Repay Down\"},\"image\":{\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61\",\"name\":\"News Room\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png\",\"contentUrl\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png\",\"caption\":\"News Room\"},\"sameAs\":[\"https:\/\/ifintechworld.com\"],\"url\":\"https:\/\/ifintechworld.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says | iFintechWorld","description":"Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ifintechworld.com\/?p=39724","og_locale":"en_US","og_type":"article","og_title":"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says | iFintechWorld","og_description":"Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities","og_url":"https:\/\/ifintechworld.com\/?p=39724","og_site_name":"iFintechWorld","article_published_time":"2023-07-24T11:39:04+00:00","article_modified_time":"2023-07-24T11:39:06+00:00","og_image":[{"width":1280,"height":640,"url":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/06\/1685912545_social.jpeg","type":"image\/jpeg"}],"author":"News Room","twitter_card":"summary_large_image","twitter_misc":{"Written by":"News Room","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/ifintechworld.com\/?p=39724#article","isPartOf":{"@id":"https:\/\/ifintechworld.com\/?p=39724"},"author":{"name":"News Room","@id":"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61"},"headline":"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says","datePublished":"2023-07-24T11:39:04+00:00","dateModified":"2023-07-24T11:39:06+00:00","mainEntityOfPage":{"@id":"https:\/\/ifintechworld.com\/?p=39724"},"wordCount":350,"commentCount":0,"publisher":{"@id":"https:\/\/ifintechworld.com\/#organization"},"keywords":["Featured"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/ifintechworld.com\/?p=39724#respond"]}]},{"@type":"WebPage","@id":"https:\/\/ifintechworld.com\/?p=39724","url":"https:\/\/ifintechworld.com\/?p=39724","name":"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says | iFintechWorld","isPartOf":{"@id":"https:\/\/ifintechworld.com\/#website"},"datePublished":"2023-07-24T11:39:04+00:00","dateModified":"2023-07-24T11:39:06+00:00","description":"Mizuho analyst Vijay Rakesh is feeling even more bullish on Nvidia Corp.\u2019s stock prospects as he thinks about the artificial-intelligence opportunities","breadcrumb":{"@id":"https:\/\/ifintechworld.com\/?p=39724#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ifintechworld.com\/?p=39724"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/ifintechworld.com\/?p=39724#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/ifintechworld.com\/"},{"@type":"ListItem","position":2,"name":"Nvidia is \u2018dominating\u2019 and could unlock $300 billion in AI revenue by 2027, analyst says"}]},{"@type":"WebSite","@id":"https:\/\/ifintechworld.com\/#website","url":"https:\/\/ifintechworld.com\/","name":"Repay Down","description":"Latest Personal Finance News, Tips and Updates","publisher":{"@id":"https:\/\/ifintechworld.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ifintechworld.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ifintechworld.com\/#organization","name":"Repay Down","url":"https:\/\/ifintechworld.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/","url":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png","contentUrl":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png","width":558,"height":90,"caption":"Repay Down"},"image":{"@id":"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61","name":"News Room","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifintechworld.com\/#\/schema\/person\/image\/","url":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png","contentUrl":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png","caption":"News Room"},"sameAs":["https:\/\/ifintechworld.com"],"url":"https:\/\/ifintechworld.com\/?author=1"}]}},"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts\/39724","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=39724"}],"version-history":[{"count":1,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts\/39724\/revisions"}],"predecessor-version":[{"id":39725,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts\/39724\/revisions\/39725"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/media\/18120"}],"wp:attachment":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=39724"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=39724"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=39724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}