** Nvidia NVDA.O CEO Jensen Huang on Wednesday sought to reassure investors that the AI bellwether can sustain its blistering growth, citing a broadening customer base and new products that he said would help it surpass the $1 trillion sales target set for its flagship AI chips

** Shares trading flat premarket

MORE CHIPS, MORE BETS, MORE DOUBTS

** Bernstein ("outperform," PT: $315) says, "new datacenter segmentation gives more color and clarity into an increasingly diverse customer base with both hyperscale and non-hyperscale growing strongly"

** Morgan Stanley ("overweight," PT: $288) says, "We understand that the company's index benchmark can be a natural hurdle, and that perceptions of share loss may take time to diminish. But the relative valuation gap is just too wide to ignore, and to us the company's position as the most important AI chip supplier remains unassailable"

** Summit Insights ("buy") says, "We see the CPU opportunity as Nvidia's next leg of growth, complementing the AI GPU franchise"

** RBC ("outperform," PT: $270) says that while doubts may linger over management's $3–4 trillion AI infrastructure spending outlook, it expects strong double-digit growth to continue through CY27, adding that current valuations already factor in some slowdown