NasdaqGS:NVDASemiconductor
Assessing Nvidia (NVDA) Valuation After New AI Infrastructure Deals With Corning And IREN
NVIDIA (NVDA) stock has been in focus after the company announced two large infrastructure deals: one with Corning to expand U.S. optical manufacturing and another with IREN to deploy up to 5 gigawatts of AI capacity.
See our latest analysis for NVIDIA.
Those infrastructure deals have arrived while momentum in the stock has picked up, with a 30 day share price return of 18.75% and year to date share price return of 11.99%, on top of a 1 year total shareholder return of 80.24%. This suggests...