Morgan Stanley Delivers a Bullish Message for Nvidia Stock Investors
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Morgan Stanley Delivers a Bullish Message for Nvidia Stock Investors Nauman Khan Mon, August 17, 2026 at 4:41 PM EDT 1 min read NVDA This article first appeared on GuruFocus . Morgan Stanley Said Nvidia ( NASDAQ:NVDA ) could develop a new source of recurring revenue through its push to finance AI computing infrastructure, according to a Friday note. The brokerage said Nvidia's plan to support investments in so-called neocloud providers could make computing capacity a more predictable revenue opportunity. The initiative involves major financial firms including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Morgan Stanley said demand for AI computing appears capable of supporting the expansion, while Nvidia's involvement with cloud operators could broaden its exposure beyond chip sales. The firm also maintained Nvidia as its preferred semiconductor stock. The analysts estimated that the four largest U.S. hyperscalers could deploy about 25 gigawatts of computing capacity in 2027, excluding Tensor Processing Units. A neocloud market of comparable scale could produce roughly $500 billion in annual revenue at $20 million per megawatt, they estimated. If Nvidia captured 25% of that revenue at full margins, its fiscal 2028 operating profit could rise 60%, according to Morgan Stanley. A smaller two-to-five-gigawatt opportunity could still provide about a 10% lift to earnings per share.
AI 시장 분석
Morgan Stanley analyzed that NVDA can secure new recurring revenue streams by financing AI computing infrastructure. The computing capacity of the four major US hyperscalers is projected to reach 25 gigawatts by 2027, and capturing a 25% share could surge operating income in fiscal year 2028 by 60%. Investors should pay attention to the profit-generation capacity of the cloud and infrastructure financing sector beyond simple chip sales.
상승 영향
- Semiconductors — Morgan Stanley maintained NVDA as a top pick and presented the possibility of generating recurring revenue through infrastructure financing beyond AI chip sales, raising expectations for a 60% increase in operating income for fiscal year 2028.
- AI — Massive real demand for AI computing continues, as the four major US hyperscalers are expected to deploy approximately 25 gigawatts of computing capacity by 2027.
DYAX 전담 분석
According to Morgan Stanley's analysis, NVDA can generate predictable recurring revenue by cooperating with major financial firms such as Apollo, BlackRock, and Blackstone to support infrastructure investments by neocloud providers. If this initiative is realized, it can achieve high-margin profits in an annual market scale of 50 billion dollars and elevate corporate value to the next level.
In the bull case, massive AI infrastructure demand is sustained, expanding operating income by up to 60%, whereas in the bear case, delays in neocloud investments or financing risks may occur. Going forward, the deployment speed of the 25-gigawatt scale by hyperscalers and fund execution indicators with major financial firms must be closely monitored.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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