28 October 2025 | 7:14PM EDT Equity Research Nvidia Corp. (NVDA): Key takeaways from GTC Washington DC keynote Nvidia's CEO Jensen Huang presented a keynote address at the company's GTC Washington DC industry event on October 28. Although management made a number of announcements with partnerships across different industries (more details below), what stood out to us was comments on the company's revenue visibility to $500bn in cumulative Datacenter revenue in 2025-26. This $500bn revenue estimate is 10% /1 ...