NVIDIA Corporation (NASDAQ:NVDA) is one of the Nvidia’s Computex 2026 has enabled it to deepen its AI growth story, but Deutsche Bank still maintains a cautious yet constructive view.
On June 2nd, the investment firm reiterated a Hold rating on the stock with a $255 price target. “Over the last two evenings, NVDA’s Jensen Huang hosted a keynote presentation and a follow-up analyst Q&A at Computex 2026
Similar to the company’s recent earnings call, this week’s events focused on NVDA’s holistic approach to AI, with the newest strategic target area being CPUs to further the company’s leadership in GPUs.” Deutsche Bank noted how at Computex, Huang provided an update on the Vera Rubin ramp (7 chips, the successor to the co’s Grace Blackwell platform). Huang noted how the Vera Rubin is now in full production, and that its supply chain is nearly twice the size of the Grace Blackwell ramp based on “outsized” AI demand. Another key part of Huang’s discussion was the Vera CPU, positioned for the age of agentic AI.
Firm analysts also discussed the launch of the RTX Spark superchip in collaboration with Microsoft for their new line of Windows AI PCs. NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.