# Wolfe Research senior analyst Chris Caso says NVIDIA delivered another strong "beat and raise" quarter.

*genai · news · 2026-05-22 · Benzinga*

## Key points

- NVIDIA now generates about half its business from hyperscalers, expanding into customers like Anthropic.
- Bernstein's Stacy Rasgon raised NVIDIA's price target to $315, citing $20 billion expected CPU revenue.
- NVIDIA's expanded buyback and higher dividend indicate it could produce nearly $100 billion free cash flow this year.
- Analysts say NVIDIA's continued AI inference leadership delivers lower operational costs than competitors currently.

**Companies:** NVIDIA
**Countries:** United States, China

[Read the full story on Benzinga](https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52740471/nvidia-lags-ai-rivals-even-as-it-sits-at-the-center-of-all-ai-analyst)

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