Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence (AI) bonanza. Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025,

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has a median target price of $175 per share among the 67 analysts who follow the company. That implies 45% upside from its current share price of $120.

Nvidia Corp.’s stock is declining in Monday action as investors weigh the potential for tariffs to impact chip companies and continue to assess the fallout from DeepSeek. Shares of Nvidia are down 3.4% in midday action to rank among the worst performers in the PHLX Semiconductor Index The stock has pared losses with President Trump now saying he has agreed to pause the Mexico tariffs for a month.

Nvidia (NASDAQ:NVDA) stock has been on a rough ride over the past week, plunging 16% after China’s DeepSeek unveiled its R1 AI model. This

Let's take a look. The post Can Nvidia stock still hit $200 in 2025? appeared first on The Motley Fool Australia.