Nvidia at $212 as June AI Buys Extend 85% Revenue Surge

On June 1 analysts named Nvidia among three top AI stocks to buy through year-end despite only 15% YTD gains. The call follows a May 30 Cerebras $5.5 billion IPO that jumped 68% on debut, signaling fresh capital inflows. The story began May 10 with forecasts that $700 billion in hyperscaler capex would drive AI infrastructure outperformance versus the S&P 500. Nvidia reported 73% revenue growth on May 20 and 85% growth by June 1, while custom-silicon names such as Broadcom projected $100 billion AI revenue in 2027.