The bank outlines what investors should watch heading into the GPU Technology Conference.

The move could position the AI infrastructure powerhouse to quickly compete with OpenAI, Anthropic, and DeepSeek.

Over the past year, NVDA rose 61%, driven by a remarkable 65% rise in revenue that highlighted its stronghold in the thriving AI infrastructure and networking sectors.

The GPU maker's stock looks undervalued compared to recent levels.

The tech giant’s AI chips are used to train and power its ranking and recommendations systems and AI models.

Nemotron Super 3 is a 120 billion-parameter open model based on a hybrid mixture-of-experts architecture. It combines three innovations to achieve up to five times higher throughput and twice the accuracy of the previous-generation Nemotron Super model, Nvidia said.

Nvidia is a growth beast that continues to have tremendous opportunities ahead due to artificial intelligence.

Tasnim News Agency, which has ties to the IRGC, released a list of offices operated by major U.S. companies that it said are “Iran’s new targets.” The companies are operated by the U.S. with ties to Israel, and produce technology used by the military.