NVIDIA CEO Huang Sells $40.2M in Shares as Stock Nears Record High

Analyst sentiment remains positive. Barclays now sets its price target on NVIDIA at $240, citing continued demand for AI infrastructure. Mizuho continued to rate it as Outperform with a price target set at $205 due to the very heavy involvement of NVIDIA in AI and the company’s $100 billion investment in OpenAI. This investment unlocks the conversion of up to 10 GW of AI data center capacity, which in itself consolidates the strategic importance of NVIDIA.

Other AI-related moves stirred interest. Nscale Global Holdings secured $1.1 billion from NVIDIA, Dell, and Nokia to expand AI data centers across Europe, North America, and the Middle East. At the same time, RedCloud Holdings joined NVIDIA’s Connect program to bolster its AI capacity in the FMCG sector.

The sale of $40.2 million worth of shares by Huang drew scrutiny, although it follows the pattern that had been observed over the past few months. His block trades are executed following a pre-arranged plan that limits further discretion and timing. 

Given NVIDIA’s surging valuation and its dominant position in the AI ecosystem, all sorts of investors and observers debated whether the transaction indicated profit-taking or strategic liquidity management.

Even after this sale, Huang remains among NVIDIA’s largest individual shareholders. The move underscores the balance between insider cashing out and confidence in long-term growth.

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