Seaport Research Partners’ Jay Goldberg has kept his Sell rating on Nvidia with a $180 price target, about 15% below Thursday’s $212 close, Barron’s reported. Nvidia shares fell 4.4% on Thursday amid renewed doubts over AI spending, then rose 1.3% in premarket trading on Friday. Goldberg said Nvidia should keep posting record sales in the near term but faces growing competition. He views its heavy use of financing deals as a response to that pressure. Seaport said that about 55 GW of data centre capacity is planned for next year, while labour, turbine and grid limits may cap builds near 30 GW. Goldberg also flagged roughly $250 billion in Nvidia supply chain commitments, plus a $500 billion funding plan that could reach $1 trillion.
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