BTCC / BTCC Square / Global Cryptocurrency /
Piper Sandler Names Nvidia Top Data Center Pick for 2026 Amid AI Boom

Piper Sandler Names Nvidia Top Data Center Pick for 2026 Amid AI Boom

Published:
2026-01-11 14:15:02
4
3
BTCCSquare news:

Piper Sandler has reaffirmed its bullish stance on Nvidia, maintaining a Buy rating and $225 price target while anointing the chipmaker as its top data center investment for 2026. Analyst Harsh Kumar highlights Nvidia's unassailable position in AI infrastructure, underscored by 65% revenue growth over the past year.

The Vera Rubin rack-scale computing platform enters production in late 2026, coinciding with Wall Street's projection of 50% revenue growth for fiscal 2027. At 24.5x forward earnings, Nvidia trades at a premium justified by its technology moat, ecosystem partnerships, and CUDA software dominance—a trifecta keeping competitors at bay as AI compute demand escalates exponentially.

|Square

Get the BTCC app to start your crypto journey

Get started today Scan to join our 100M+ users

All articles reposted on this platform are sourced from public networks and are intended solely for the purpose of disseminating industry information. They do not represent any official stance of BTCC. All intellectual property rights belong to their original authors. If you believe any content infringes upon your rights or is suspected of copyright violation, please contact us at [email protected]. We will address the matter promptly and in accordance with applicable laws.BTCC makes no explicit or implied warranties regarding the accuracy, timeliness, or completeness of the republished information and assumes no direct or indirect liability for any consequences arising from reliance on such content. All materials are provided for industry research reference only and shall not be construed as investment, legal, or business advice. BTCC bears no legal responsibility for any actions taken based on the content provided herein.