Inside AI: Why Analysts See NVDA Expanding Revenue Moat #shorts

Nvidia's receiving new bullish calls from Wall Street and the stock climbed to a new all-time high. Morgan Stanley has reinstated Nvidia as its top pick in the semiconductor sector, arguing the company remains early in its latest product cycle and is still attractively valued despite its massive run. The firm says growing enthusiasm around AI agents could accelerate adoption of Nvidia's next-generation VR platform and drive even more demand for AI infrastructure. Now, at the same time, Barclays sees even more upside ahead. The firm says Nvidia's hyperscaler revenue could be at least $30 higher than current forecasts in both 2026 and 2027. Using cloud spending estimates, Barclays' analysis suggests hyperscaler revenue could reach roughly $401 in 2027, well above the firm's current projections. The analyst also notes that those calculations do not include SpaceX, potentially making the opportunity even larger. And another sign of just how strong AI demand remains, according to reports, Amazon is exploring a financing structure involving roughly $8 billion of Nvidia Grace Blackwell chips. The proposal would place thousands of chips into a special purpose vehicle and lease them back for use in US data centers, helping fund the AI infrastructure buildout.