Core Viewpoint - Nvidia has made history by becoming the first publicly traded company to surpass a market capitalization of $5 trillion, driven by strong revenue signals released during the recent GTC conference, which exceeded market expectations and fueled bullish sentiment in the market [2][4]. Group 1: Nvidia's Market Performance - Nvidia's stock surged over 5%, pushing its total market capitalization to approximately $5.15 trillion (around 36.6 trillion RMB), with a single-day increase of nearly $270 billion (about 1.9 trillion RMB) [4]. - The company achieved this milestone in just 113 days after crossing the $4 trillion mark, compared to 410 days to move from $3 trillion to $4 trillion [4]. Group 2: Revenue Guidance and Analyst Predictions - Nvidia's CEO Jensen Huang indicated a clear visibility towards achieving a cumulative revenue of $500 billion from data center operations between 2025 and 2026, significantly higher than previous market expectations [4][5]. - Goldman Sachs reported that this revenue target is 12% above the market consensus of $447 billion and 10% higher than their own previous forecast of $453 billion [4][5]. - Analysts believe that the improved visibility on long-term revenue is a positive incremental factor for Nvidia's stock price, with potential for further upward adjustments to their forecasts [5][6]. Group 3: Strategic Partnerships and Investments - Nvidia announced a $1 billion equity investment in Nokia, aimed at accelerating the development and deployment of next-generation AI-native mobile networks and related infrastructure [8]. - The company is collaborating with the U.S. Department of Energy to deploy seven new supercomputer systems at Argonne and Los Alamos National Laboratories, with significant GPU allocations for these systems [8]. Group 4: Federal Reserve's Interest Rate Decision - The market is closely watching the Federal Reserve's interest rate decision, with a consensus expectation of a 25 basis point cut, bringing the federal funds rate target range to 3.75% to 4% [10]. - Analysts anticipate that Fed Chair Jerome Powell may provide insights into future monetary policy directions during the press conference following the rate announcement [10][11].

Core Viewpoint - Nvidia's strong revenue guidance of $500 billion for data center business from 2025 to 2026 has been positively interpreted by Wall Street, significantly exceeding previous market expectations [1][2]. Group 1: Revenue Guidance - Nvidia's CEO Jensen Huang announced a cumulative revenue target of $500 billion for the data center business, which is 12% higher than the market consensus of $447 billion and 10% above Goldman Sachs' own forecast of $453 billion [1][2]. - Goldman Sachs views this enhanced visibility on long-term revenue as a positive incremental factor for Nvidia's stock price and has reiterated a "buy" rating [2]. Group 2: Key Drivers for Performance - Several key variables could drive Nvidia's performance beyond current expectations, including the deployment timelines of models by major clients like OpenAI, increasing contributions from non-traditional clients such as sovereign governments, and the exact launch timing of the anticipated Rubin platform [3]. Group 3: Strategic Collaborations - Nvidia announced a $1 billion equity investment in Nokia at a price of $6.01 per share to accelerate the development of next-generation AI-native mobile networks [5]. - In high-performance computing, Nvidia is collaborating with the U.S. Department of Energy to deploy seven new supercomputer systems, with specific systems equipped with 100,000 and 10,000 Nvidia Blackwell GPUs [5]. - Nvidia introduced NVQLink, a high-speed interconnect technology for linking quantum computers with traditional computing systems, and partnered with Uber to expand its Level 4 autonomous driving network using Nvidia DRIVE AGX Hyperion 10 platform and DRIVE AV software [5].

Core Viewpoint - The company has provided a strong revenue guidance of $500 billion for data center business from 2025 to 2026, exceeding market expectations significantly [1][3][4]. Revenue Guidance - The projected revenue of $500 billion is 12% higher than the Wall Street consensus of $447 billion and 10% above Goldman Sachs' own forecast of $453 billion [1][3]. - Goldman Sachs views this guidance as a positive incremental factor for the company's stock price and believes there is room for further upward adjustments in their forecasts [3][4]. Key Variables Influencing Performance - Several key factors could drive the company's performance beyond current expectations, including the deployment timing of models by large clients like OpenAI, increasing contributions from non-traditional clients such as sovereign governments, and the launch timing of the anticipated Rubin platform [4]. Strategic Collaborations - The company announced a $1 billion equity investment in Nokia at a share price of $6.01 to accelerate the development of next-generation AI-native mobile networks and related infrastructure [5]. - In high-performance computing, the company is collaborating with the U.S. Department of Energy to deploy seven new supercomputer systems at Argonne and Los Alamos National Laboratories, with significant GPU allocations [5]. - The company introduced NVQLink, a high-speed interconnect technology for linking quantum computers with traditional systems, and partnered with Uber to expand its Level 4 autonomous driving network using its DRIVE AGX Hyperion 10 platform and DRIVE AV software [5].

Core 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].