Nvidia(US:NVDA) 美股IPO·2025-10-29 04:07Core Viewpoint - The company has visibility on achieving a cumulative revenue of $500 billion from data center operations between 2025 and 2026, which exceeds Wall Street's consensus of $447 billion by 12% and Goldman Sachs' own forecast of $453 billion by 10% [1][2]. Group 1: Revenue Guidance - The $500 billion revenue target is a strong market signal from the recent GTC conference, indicating significant growth potential for the company [4]. - Goldman Sachs analysts believe that the visibility on long-term revenue is a positive incremental factor for the company's stock price and have reiterated a "buy" rating [3]. Group 2: Key Drivers for Performance - Several key variables could drive the company's performance beyond current expectations, including the deployment timelines of models by large clients like OpenAI, increasing contributions from non-traditional clients such as sovereign governments, and the exact launch timing of the anticipated Rubin platform [4]. Group 3: Strategic Collaborations - The company announced multiple strategic partnerships at the GTC conference aimed at solidifying its leadership in the AI ecosystem [5]. - A notable investment includes a $1 billion equity investment in Nokia at a share price of $6.01, aimed at accelerating the development of next-generation AI-native mobile networks [7]. - Collaborations with the U.S. Department of Energy involve deploying new supercomputer systems at national laboratories, further enhancing the company's capabilities in high-performance computing [7].