Nvidia Signals $500B AI Chip Boom — Analysts See Big Upside Ahead

Core Insights - NVIDIA Corporation (NASDAQ:NVDA) is being closely monitored by analysts as a leading AI stock, with Wolfe Research maintaining an "Outperform" rating and a price target of $230, citing strong growth visibility and significant EPS upside potential [1][2] Group 1: Demand and Revenue Potential - NVIDIA has disclosed over $500 billion in demand for its next-generation Blackwell and Rubin chips, which exceeds market expectations [1][2] - The company indicated visibility to more than $500 billion in cumulative revenue from Blackwell and Rubin through calendar year 2026, suggesting substantial upside compared to consensus estimates [2] - A conservative interpretation of NVIDIA's revenue projections implies an additional $140 billion in datacenter GPU revenue for calendar years 2025 and 2026, translating to approximately $3 EPS upside to the current estimate of $6.20 for calendar year 2026 [2] Group 2: Company Focus and Offerings - NVIDIA specializes in AI-driven solutions, providing platforms for data centers, self-driving cars, robotics, and cloud services [2]