Nvidia (NVDA) Reaffirmed as AI Leader by Analysts — Mizuho Calls CUDA a ‘Fortress Moat’

NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 AI Stocks Every Investor Should Be Watching. On June 13, Mizuho reiterated the stock as “Outperform.” The firm said that the company is the leader in the artificial intelligence race. CUDA is Nvidia’s computing platform and programming model.

“We continue to see NVDA leading the AI race with its fortress CUDA moat and strong hardware/networking performance for AI training and inference.”

Nvidia (NVDA) Reaffirmed as AI Leader by Analysts — Mizuho Calls CUDA a ‘Fortress Moat’

On the same day, DBS analyst Fang Boon Foo maintained their bullish stance on the stock, giving a “Buy” rating. Fang Boon Foo discussed the strategic partnership with Mistral AI to build AI cloud infrastructure, as well as the CEO’s vision for expanding AI factories in Europe.

These factors underscore Nvidia’s leadership in AI infrastructure development. Nvidia’s trailblazing GPUs boost its dominant market share in AI chips. Moreover, Nvidia’s strong fundamentals are viewed as positives for future growth.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.