Nvidia Is Gearing Up to Launch an AI Mini Supercomputer. What This Means for NVDA Stock.
/Jen-Hsun%20Huan%20NVIDIA's%20Founder%2C%20President%20and%20CEO%20by%20jamesonwu1972%20via%20Shutterstock.jpg)
Nvidia (NVDA) shares gained nearly 3% on Tuesday. The artificial intelligence giant is gearing up to launch its much-awaited AI mini-supercomputer dubbed the “DGX Spark” in July.
The company has equipped its first consumer-focused supercomputer with the GB10 Grace Blackwell Superchip that delivers up to 1 quadrillion operations per second of AI compute.
Including today’s gain, Nvidia stock is up more than 60% versus its year-to-date low. As of this writing, Nvidia has also overtaken Microsoft (MSFT) again as the most valuable company in the world.
DGX Spark Could Drive Nvidia Stock Up Further
DGX Spark could prove a meaningful tailwind for Nvidia shares as its expected launch next month would open up a massive new addressable market in addition to the company’s core data center customer base.
The AI mini-supercomputer is an end-to-end AI development platform optimized for inference and fine-tuning, which could help NVDA further entrench its ecosystem and make it more challenging for rivals to catch up.
Until now, most of Nvidia’s artificial intelligence revenue has come from hyperscalers. However, a consumer-focused supercomputer will likely help broaden its customer base to include startups, universities, and SMEs – potentially creating new recurring revenue streams.
Together, all of this could lead to significant further upside in Nvidia stock price.
Jefferies’ Reiterates Bullish View on NVDA Shares
Despite exceptional gains over the past month, Jefferies’ senior analyst Blayne Curtis continues to see significant further gains in NVDA shares in the back half of 2025.
Curtis expects Nvidia’s reputation as the “dominant supplier of AI accelerators” for data centers to drive its profit margins up further to 80% by the end of this year.
The massive recent commitment from the United Arab Emirates and Saudi Arabia will also clear the path for Nvidia stock to reach a new all-time high, he told clients in a research note today.
Jefferies currently has a $185 price target on the AI stock.
What’s the Consensus Rating on Nvidia in 2025?
Nvidia’s leadership position in the artificial intelligence market keeps other Wall Street analysts excited about its future prospects as well.
According to Barchart, the consensus rating on NVDA stock currently sits at “Strong Buy” with the mean target of $173 indicating potential upside of more than 20% from here.
On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
