2月28日，瑞银的研究报告指，尽管英伟达的业绩可能有一些细节值得挑剔，但该行认为其业绩、指引和评论整体表现良好，足以推动市场讨论朝正向发展。
公司Blackwell增长超预期，甚至比该行之前90亿美元的预测更乐观。而公司对今年经营开支增长的明确指引，通常是对增长潜力有信心的强烈信号。另外，该行亦提到英伟达毛利率指引略低于预期，但认为是由于产品组合于第一财季发生重大变化，其中Blackwell料将占逾60%的收入。
该行预计英伟达今年每股盈利介乎5至5.5美元，明年至少达到6至6.5美元，因为对AI计算需求仍然强劲，而且并无减速迹象。该行重申对其买入评级和目标价185美元。
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