Wall St Engine(@wallstengine):Needham Reiterates Buy on $NVDA, PT $300. Needham sees the $12.93B Hugging Face deal as a strategic move to deepen NVIDIA’s role in the open-source AI ecosystem, while keeping the platform open and hardware-agnostic. Deal expected to close in 1H27.

Wall St Engine

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Wall St Engine@wallstengine

2026.09.04 11:18

Needham Reiterates Buy on $NVDA, PT $300. Needham sees the $12.93B Hugging Face deal as a strategic move to deepen NVIDIA’s role in the open-source AI ecosystem, while keeping the platform open and hardware-agnostic. Deal expected to close in 1H27.