NVIDIA Corporation (NASDAQ: NVDA) remains a key player in the AI sector, offering advanced solutions for data centers, self-driving cars, robotics, and cloud services.
On May 21, Wells Fargo analyst Aaron Rakers maintained an “Overweight” rating on NVIDIA stock and set a price target of $185.
Rakers highlighted NVIDIA’s NVLink technology, especially after the recent launch of NVLink Fusion. This technology allows third-party CPUs and custom chips to connect with NVIDIA’s memory-coherent NVLink for chip-to-chip communication.
While some industry experts say this CPU connectivity is not entirely new, Rakers emphasized NVLink’s growing importance in AI infrastructure.
NVLink offers much higher bandwidth compared to standard PCIe connections. The upcoming NVLink version 6, expected in the second half of 2026, will double bandwidth to 3.6TB/s with Rubin R200 GPUs.
NVIDIA is also expanding NVLink’s reach by allowing its Grace and Vera CPUs to connect with other custom accelerators and CPUs. Partners in this effort include Marvell, Alchip, MediaTek, and Astera Labs, with Synopsys and Cadence also involved.
NVIDIA ranks second among AI stocks making waves this week. Although it shows strong potential, some analysts believe other AI stocks could offer even higher returns with less risk.
