Nvidia Corporation held its GTC 2022 earlier this month, where it announced a slew of products and services. An analyst at Wells Fargo Securities singled out the company’s pivot to software as a key takeaway. The Nvidia Analyst Aaron Rakers has an Overweight rating and a $370 price target for Nvidia shares, suggesting a roughly 33.6 percent upside from current levels. The Nvidia Thesis Eos, the next-gen AI-optimized supercomputer Nvidia announced, is impressive in terms of size and performance, analyst Rakers said. The analyst expects the company to use it for different AI-optimized workloads. Nvidia’s Eos, according to Rakers, will likely play a significant role in the company’s development as an autonomous vehicle platform provider. This opportunity is not fully appreciated, he added. “We think NVIDIA’s position as the creator of the DRIVE software capabilities is why it believes it could capture a significant portion (up to 50 percent?) of the economics …