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].