By Proactive
Publication Date: 2026-03-18 17:47:00
NVIDIA (NASDAQ:NVDA, XETRA:NVD)’s latest GTC 2026 presentations reinforced its position as a leader in AI data center computing, according to analysts from Bank of America and Baird who pointed to strong demand, expanding infrastructure, and new high-margin opportunities.
Bank of America maintained its ‘Buy’ rating and $300 price target, citing improvements in “tokenomics across every AI tier” as a driver of sales, margins, and free cash flow.
The analysts believe that NVIDIA’s new SRAM-based LPX systems could serve a previously unaddressed roughly 25% of ultra-low-latency AI workloads, which may generate significantly higher profits than the remaining 75% of tiers.
The firm also highlighted that NVIDIA’s $1 trillion-plus data center sales outlook for 2025 to 2027 does not include additional products, including LPX and CPU systems, which could add up to 50% more total addressable market.
They also pointed to NVIDIA’s improved efficiency in AI token generation, with costs per million tokens falling to roughly $6, supporting long-term gross margins. Bank of America noted that NVIDIA’s offerings now extend across all model builders, including open-source platforms, and its non-hyperscaler workloads, which currently represent 40% of total workloads, could grow to 70% over time.
Baird, which maintains an…
