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infrastructure as NVDA’s modular design strategy and improved supply chain execution could accelerate adoption across hyperscalers and enterprise customers.Robinhood Keeps Hitting New Highs. How Should You Play HOOD Stock Here?Is Palantir Stock a Buy Above $150?Why This ‘Strong Buy’ Dividend King Is Ready to SoarStop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!Ahead of the aforementioned potential tailwind, Nvidia stock is already up nearly 100% versus its year-to-date low set in the first week of April.www.barchart.comNvidia’s shift to a more flexible server architecture with the GB300 platform could unlock higher margins and streamline partner integration.Offloading motherboard assembly to customers and using standardized components will enable the multinational to lower design bottlenecks while improving scalability.With validation hurdles largely addressed and partners signaling readiness, September’s volume ramp-up could fuel revenue acceleration in Q4.The reports are positive for NVDA shares also because unlike prior launches plagued by cooling and layout complexities, this transition is broadly expected to be smoother, positioning the firm to consolidate its leadership in AI compute and potentially surprise on earnings.JPMorgan analysts remain fully convinced that Nvidia shares could push further to the upside over the next few months as “artificial intelligence/accelerated compute demand remains strong.”They reiterated the AI stock as a “top pick” in their research note on Friday, adding the Nasdaq-listed firm looks “best positioned to weather potential trade/tariff challenging macro environment.”According to the investment firm, NVDA has up to 15% earnings upside after the U.S. government offered reassurances that the chipmaker will soon be able to resume its business in China.Note that Nvidia is broadly expected to earn $0.94 on a per-share basis in its current financial quarter, up significantly from $0.65 a share in the same quarter last year.www.barchart.comNvidia’s lead in the fast-growing artificial intelligence market is keeping other Wall Street analysts positive on its stock as well.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,296.79 -0.57 (-0.01%)Dow 3044,342.19 -142.30 (-0.32%)Nasdaq20,895.66 +10.01 (+0.05%)Russell 20002,240.01 -13.68 (-0.61%)VIX16.41 -0.11 (-0.67%)Gold3,358.30 +13.00 (+0.39%)PortfolioSign in to access your portfolioSign inTop gainersSTEM Stem, Inc. 13.50 +4.23 (+45.63%)TLN Talen Energy Corporation 328.63 +64.63 (+24.48%)CRSP CRISPR Therapeutics AG 65.13 +10.04 (+18.22%)IVZ Invesco Ltd. 19.92 +2.64 (+15.28%)SOC Sable Offshore Corp. 31.69 +3.35 (+11.82%)Top losersMLGO MicroAlgo Inc. 14.66 -3.12 (-17.57%)ARWR Arrowhead Pharmaceuticals, Inc. 16.76 -2.09 (-11.09%)MOH Molina Healthcare, Inc. 182.98 -21.27 (-10.41%)ELV Elevance Health, Inc. 277.09 -25.36 (-8.38%)STNE StoneCo Ltd. 13.67 -1.24 (-8.32%)Most activeLCID Lucid Group, Inc. 3.0400 -0.0800 (-2.56%)QS QuantumScape Corporation 14.64 +1.04 (+7.65%)NVDA NVIDIA Corporation 172.41 -0.59 (-0.34%)WBD Warner Bros. 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