![]() Hyperscale data center demand in Europe is also expected to expand at a nice pace, clocking a compound annual growth rate of 17% through 2027 (again, per Graphical Research).Īll this suggests that Nvidia should be able to navigate the negative impact of the restrictions on sales to China. ![]() Similarly, Europe is witnessing robust data center demand this year, but its growth is hampered by limited supply, according to datacenterHawk. And according to an estimate from the market research firm Graphical Research, the North American hyperscale data center market could grow at a compound annual rate of 14% through 2027. aren't canceling chip orders, though they may be pushing back orders in a bid to navigate the soft market environment.ĭata center and cloud solution provider datacenterHawk estimates that data center demand in North America in 2022 is likely to be the highest ever. The analyst's supply chain checks also indicate that hyperscale customers in the U.S. Rakesh points out that the demand from hyperscale data center customers in the U.S. ![]() But with Nvidia facing challenges in the form of a weak gaming market and restrictions on sales of data center chips to China, will the graphics card specialist be able to live up to analysts' expectations? Nvidia's data center business could avoid a big slowdown What's more, among the 39 analysts who cover Nvidia, the most bullish has set a price target of $325, which implies a healthy 12-month upside of 146%.
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