Nvidia(US:NVDA) Zhi Tong Cai Jing·2026-01-07 02:01Core Viewpoint - Nvidia expresses optimism regarding revenue forecasts due to strong demand in the AI sector, particularly in data center business, with expected revenue exceeding $500 billion by the end of 2026 [1][2]. Group 1: Revenue Forecasts and Market Position - Nvidia's CFO Colette Kress indicates that the company's revenue forecast for data center chips will exceed the previously stated $500 billion by the end of 2026 due to robust demand [1]. - Wall Street predicts Nvidia's total revenue will reach $321.2 billion in 2026, representing a 57% year-over-year increase, with sales expected to surpass $400 billion in 2027 [2]. - Nvidia holds over 80% market share in the AI accelerator market, providing customers with the lowest total cost of ownership (TCO) [2]. Group 2: Demand Drivers and Industry Trends - The demand for AI solutions is accelerating across various sectors, including healthcare and finance, with major cloud service providers significantly increasing capital expenditures for AI infrastructure [2]. - The total capital expenditure of the eight largest global cloud service providers is projected to reach $600 billion by 2026 [2]. - Kress highlights that the demand for enterprise data processing, beyond just AI, is driving the need for next-generation computing technologies, potentially leading to trillions in investments by the end of the decade [2]. Group 3: Investor Sentiment and Market Dynamics - Despite the optimistic outlook, Nvidia's stock price fell slightly by less than 1% to $187.28, reflecting investor concerns over high valuations in the AI sector [3]. - Analysts from Goldman Sachs and Bank of America suggest that by 2026, investors may shift focus from concentrated AI leaders to a broader range of cyclical stocks [3]. - A key issue remains Nvidia's ability to re-enter the growing AI chip market in China, with U.S. export restrictions previously hindering its operations there [3]. Group 4: New Product Developments - Nvidia announced details about new chips set to launch in the second half of the year, emphasizing their energy efficiency and performance capabilities [4]. - The introduction of the new AI chip Rubin, which can utilize liquid cooling without relying on water chillers, has caused significant market reactions among cooling technology companies [4]. - Nvidia's CEO Jensen Huang addresses concerns about energy consumption in data centers, asserting that power shortages are a normal outcome of industrial advancements and advocating for increased investment in new energy generation methods [4].