Weekly Special Report: NVIDIA (#NVDA)

 

THE COMPANY:

• NVIDIA'S BUSINESS: NVIDIA develops graphics processing units (GPUs), AI Chips, AI accelerators, networking solutions, and software platforms. Its chips power artificial intelligence, data centers, gaming, professional visualization, robotics, and autonomous vehicle technologies.
• NVIDIA'S LATEST AI CHIP ROADMAP: NVIDIA follows an annual AI chip release cycle. The roadmap includes Blackwell (2024), Blackwell Ultra (2025), Rubin (2026), Rubin Ultra (planned for 2027), and Feynman (planned for 2028).
• NVIDIA: THE LARGEST COMPANY IN THE WORLD. NVIDIA is once again the world's largest company, currently valued at around $5.5 trillion. 
• STOCK INDEX PARTICIPATION (USA100, USA500, USA30): NVIDIA is a constituent of the NASDAQ 100 (USA100), S&P 500 (USA500), and Dow Jones Industrial Average (USA30).

 

NVIDIA: MARKET SHARE

• NVIDIA HOLDS AROUND 80% OF THE AI CHIP INDUSTRY. Mizuho Securities estimates that Nvidia controls between 70% and 95% of the market for AI chips, while Nasdaq.com reported that Nvidia holds an 80% market share. Other rivals such as AMD, Intel, Broadcom, Alphabet, or Amazon seem to be still far behind Nvidia.

 

NVIDIA: EVENTS

• TUESDAY – THURSDAY, OCTOBER 20 – 22: NVIDIA GTC A.I. CONFERENCE IN BERLIN, GERMANY. The event is expected to focus on the latest developments in AI infrastructure, accelerated computing, AI data centers, agentic AI, robotics, physical AI, AI inference, and advanced computing platforms. Investors will closely monitor any announcements regarding new NVIDIA chips and products, the next-generation AI Chip roadmap, AI data-center demand, networking technologies, and partnerships with major technology companies.

 

WEDNESDAY, OCTOBER 21 AT 10:00 GMT+1: CEO JENSEN HUANG KEYNOTE SPEECH. Mr. Huang could also provide updates on NVIDIA's outlook for AI infrastructure spending and the continued expansion of AI applications across industries.

 

NVIDIA GTC HISTORY: NVIDIA's GTC conferences have become major events for the company's AI chip and infrastructure roadmap. GTC 2022 introduced the Hopper architecture and H100, while GTC 2024 brought the Blackwell architecture and GB200. At GTC 2025, NVIDIA unveiled Blackwell Ultra and presented its future Rubin and Rubin Ultra architectures, while expanding its focus toward agentic AI, AI inference, and robotics.

 

NVIDIA: MAJOR INVESTMENTS TO DATE

• LATEST ACQUISITION: NVIDIA BOUGHT “HUGGING FACE” FOR AROUND $13 BILLION. Hugging Face is an AI platform and open-source community. Hugging Face is a website where people make, share, and use AI models. NVIDIA agreed to acquire A.I. platform Hugging Face for around $13 billion, strengthening its position in open-source AI and expanding its software ecosystem.

NVIDIA: TECHNICAL ANALYSIS AND PRICE ACTION

• SUPPORT AREA: $210 - $200. After reaching a fresh all-time high of $236.03 in May, NVIDIA’s stock price has predominantly traded within or above the $210–$200 range, which has acted as a support zone since April 2026.
• UPTREND: The NVIDIA stock price has risen by around 25% over the past year. However, it could also decline.
• FORECAST (Bloomberg Terminal): HSBC forecasts $365; Goldman Sachs forecasts $300; UBS forecasts $300; Citi forecasts $315; JP Morgan forecasts $320; Well Fargo forecasts $315; Morgan Stanley forecasts $300;

GRAPH (Daily): March 2026 – September 2026

Please note that past performance does not guarantee future results

#NVDA, September 30, 2026
Current Price:   227

 

Example of calculation based on weekly market trend for 1.00 Lot¹

1.  The above calculations are made based on 1.00 lot which is equivalent of 1000 units
2.  Calculations for exchange rate used as of 11:50 (GMT+1) 30/09/2026

 

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