Nvidia Corporation maintains a Strong Buy rating as management backs FY28 guidance with a record $235B buyback program, signaling confidence in long-term FCF growth. NVDA's strategic Hugging Face acquisition and Groq licensing deal position it defensively in AI software, but draw antitrust scrutiny. Demand for NVDA's products remains robust, with hyperscaler AI infrastructure spending projected to surge and supply constraints persisting through 2027.
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