NVIDIA Hits $215 as AI Chip Demand Surges

NVIDIA shares rose 1.76% to $215.22 on Thursday, adding $3.72 as sustained demand for its AI processors reinforced the company's dominance in the semiconductor market. Data center revenue more than doubled year-over-year, driven by H100, H200, and Blackwell GPUs, with hyperscalers and enterprises continuing to place massive orders. Wall Street maintains a Strong Buy consensus, with some analysts targeting $300 within a year. Risks include rising competition from AMD and Intel, potential AI spending slowdowns, and geopolitical tensions around export restrictions. NVIDIA's full-stack hardware and software approach is seen as a significant competitive moat supporting long-term growth.