In its latest customer report, the United States bank securities reiterated that the target price for Weaverda remained at $350. According to the report, the main basis for continuing to look at multiple units is the extension not only of the core supplier of AI chips but also of the broader AI infrastructure role.

On Wednesday, we'll have a $219 report. Based on the target prices given by United States banks, there is still a significant upward space over current equity prices. The Bank's analyst Vivek Arya continued to maintain optimism in his report.

$105 billion in inputs is considered a support point

The Bank of the United States mentioned that the $10.5 billion commitment of British Wida to OpenAI related infrastructure was one of the important factors underpinning its valuation judgement. According to the report, this layout covers the supply of electricity, property and chips, and includes new cloud service providers and front-line AI laboratories.

According to the Bank, the role of Ingweida is shifting from a mere hardware manufacturer to a more proactive enterprise involved in AI infrastructure development. This means that its source of income is no longer dependent on single chip sales, but is tied to a more complete AI computing system.

The buyer's structure is expanding.

It was also noted that Amazon, Alphabet and Microsoft were accelerating the self-development of customized chips, which could slow the procurement of external GPUs in part. The Bank of the United States believes that early support for new cloud platforms and forward laboratories by British Wida will help to broaden the client base.

In this judgement, even if a large cloud manufacturer were to reorder part of the order in the future, it would be possible to obtain demand from more second-tier buyers. The Bank of the United States refers to this structure as one of the revenue buffer sources.

Wall Street continues to bet on AI infrastructure.

From this report, it appears that the market focus is not just the single-season shipment of Yvette, but whether it can continue to occupy the core of AI infrastructure. The core judgement of the Bank of America is that, as long as forward model training and capacity-building continue to advance, Britain will continue to be the main beneficiary.

Additional information:The report draws mainly from the client-oriented research perspective of United States banks, based at its core on their judgement of AI capital expenditure, client structure and industry needs.