NVIDIA Corp (NVDA.O): What Are Investors Asking?

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NVIDIA Corp (NVDA.O): What Are Investors Asking?

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08 Jul 2026 17:18:03 ET │ 11 pages

NVIDIA Corp (NVDA.O)

What Are Investors Asking?

CITI'S TAKE

Buy We recently spoke with NVIDIA's investor relations team to synthesize the

answers to key investor topics. We maintain NVDA as our top buy-rated Price (08 Jul 26 16:00) US$204.12

mega-cap data center semis pick on strong access to DRAM memory Target price US$300.00

amidst constrained industry supply (see note). Expected share price 47.0%

return

Kyber Rubin Ultra Delay: Nvidia continues to state that its roadmap is fully intact. Expected dividend yield 0.0%

Additionally, management mentioned that the NVLink domains they showed at Expected total return 47.0%

Computex this year have not changed either. Market Cap US$4,939,704M

CPO: Management reiterated that currently CPO for scale-out is in production with

Spectrum-X and the company will have more details on customer adoption later this

year, but NVIDIA nevertheless points to the customer adoption being high for CPO Atif MalikAC

for scale-out. Beginning in CY2028 with Feynman, customers will have an option to +1-415-951-1892

atif.malik@citi.comuse NVLink with CPO or Copper.

Papa Sylla

Meta's Cloud Ambitions: NVIDIA does not comment on customer plans but +1-212-816-9476

continues to see very strong demand and will focus on addressing demand. papa.sylla@citi.com

Neocloud vs. Hyperscalers: NVIDIA will continue to serve hyperscalers, neocloud,

sovereigns, enterprises, etc. The company nevertheless points out that initially

hyperscalers drove most of the deployments, but the AI market is seeing more AI

labs also ramping capacity, with also sovereign and enterprise on-prem demand

gaining momentum over the past two years. Management believes that as the