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 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].