KeyBanc ($KEY (+1.86%) ) has raised the price target for NVDA ($NVDA (+2.31%) ) from 1100 US dollars to 1200 US dollars increased. It is estimated that the GB200 with an average sales price of 1,5 to 2 million US dollars in the year 2025 to the standard configuration and potentially generate revenues of 90 to 140 billion US dollars could be generated. Secondly, Nvidia plans to increase its CoWoS capacity at TSMC ($TSM (+1.4%) ) next year to 300k
interposer next year.