NVIDIA (NVDA)’s NVLink Tech in Focus, Price Target Set at $185

We recently published a list of 10 AI Stocks Making Waves This Week. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other AI stocks that are making waves this week.

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. On May 21, Wells Fargo analyst Aaron Rakers reiterated an “Overweight” rating on the stock with a $185.00 price target. Rakers noted that Nvidia’s NVLink Technology has growing potential, particularly after the launch of NVLink Fusion. The technology allows third-party custom silicon and CPUs to integrate NVIDIA’s memory-coherent NVLink for chip-to-chip interconnect. While some industry reports do suggest that this CPU connectivity isn’t something novel, Rakers stressed the role of NVLink interconnect in AI infrastructure.

A close-up of a colorful high-end graphics card being plugged in to a gaming computer.

NVIDIA’s NVLink interconnect offers significant bandwidth advantages over the standard PCIe. In particular, the NVLink version 6, anticipated to be launched in the second half of 2026, is expected to double the bandwidth to 3.6TB/s with Rubin R200 GPUs. Rakers also highlighted how Nvidia is enhancing its competitive edge through its move to externalize NVLink. It is doing so by enabling its Grace and Vera CPUs to connect with custom accelerators and CPUs. Initial partners for the venture include Marvell, Alchip, MediaTek, and Astera Labs, with Synopsys and Cadence.

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Disclosure: None. This article is originally published at Insider Monkey.