NVIDIA Corporation (NVDA) Reorganizes Cloud Division

NVIDIA Corporation (NASDAQ:NVDA) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher. 

Thefly reported on December 23, 2025, that NVIDIA Corporation (NASDAQ:NVDA) revamped its cloud operations this week, withdrawing from direct competition with big cloud providers. It was claimed by Anissa Gardizy and Wayne Ma of The Information, citing sources and an internal document. More than two years ago, CEO Jensen Huang presented a plan to develop a cloud computing business that might compete with Amazon Web Services. The head of the cloud unit and a number of related executives were reassigned as part of the restructure, and others departed from the company. The firm’s DGX Cloud team will now focus on meeting internal infrastructure and engineering requirements.

On December 19, 2025, TheFly reported that Truist boosted its price objective for NVIDIA Corporation (NASDAQ:NVDA) to $275 from $255 while keeping a Buy rating. Following the establishment of forecasts for 2027, the company upgraded its semiconductor and AI group targets.

Truist mentioned continued AI capital expenditure upside that would last until 2026, and he believes AI infrastructure semiconductor equities are undervalued in relation to their growth. The firm also pointed out issues with funding and power availability for AI infrastructure, but projections for AI-focused semiconductor companies continue to rise in comparison to their diverse analog peers.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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