Goldman Sachs keeps a Buy rating on Nvidia with a $135 price target after The Information reported over the weekend that the company’s next-generation products based on the Blackwell architecture could be delayed by at least three months due to design flaws. While this could drive some volatility in Nvidia’s near-term fundamentals, there will be little to no impact on 2025 earnings and, most importantly, the company’s long-term competitive position, the analyst tells investors in a research note.
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