Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story

** Nvidia NVDA forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm

** NVDA shares down 3.2% at $141.17 premarket

GROWTH STREAK FROM BLACKWELL RAMP

** Bernstein ("outperform," PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time

** Jefferies ("buy," PT: $185) says "the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps"

** J.P.Morgan ("overweight," PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25

** HSBC ("buy," PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026