🚀🤖 $NVIDIA(NVDA)$ CEO Jensen Huang took the stage at the Washington D.C. GTC on Oct 28. Execs unveiled cross-industry team-ups and a 2025-26 data-center revenue bomb: $500 B 💰💰💰—10 % above Goldman and 12 % above consensus.
$Goldman Sachs(GS)$ re-rates BUY, saying surer 2026 sales = extra juice for the stock ✨.
Meanwhile, GTC dropped a partner avalanche across AI 🧠, 6G 📡, robo-taxis 🚗, bots 🤖, quantum ⚛️, med-tech 🏥 & smart factories 🏭. Earnings fireworks ahead—Tiger cubs, watch these names!
✅ 1) $500 B Data-Center Guide—Beat by double digits
Scope: next 5 quarters (2025-26)
GPU pipeline: 20 M dies (10 M modules)—6 M already shipped, 14 M to go
ASP: ~$35 k → $490 B still in the bag
EPS upside:
Bull (believe Jensen): $11
Base (CFO talk-down): $8
Street: $6.5 → 20 % head-room
✅ 2) Vera Rubin Platform—monster specs, Q4-26 ramp
Metric | Vera Rubin (3rd-gen NVLink 72) |
|---|---|
Design | Cable-less 🚫🔌—build fast, fail less |
Perf | 100× 2016 DGX-1 rack 🚀 |
Tokens | 100× Blackwell inference speed 🏎️💨 |
Parts | 800 G BlueField-4, NVLink 6, CPO Spectrum-6, 1.6 T CX9 |
✅ 3) Fresh team-ups—stocks on the invite list
Arena | Partners | Spark |
|---|---|---|
6G | $1 B equity @ $6.01 → AI-native 6 G radios 📡 | |
Super-compute | U.S. DoE | Solstice 100 k Blackwell GPUs, Equinox 10 k + 5 future Rubin rigs ⚛️ |
Robotaxis | L4 fleet on DRIVE AGX Hyperion 10 🚗🤖 | |
Quantum | 17 startups | NVQLink—GPU-QPU coprocessor fabric 🔗 |
Indust. AI | Boston Dynamics, Foxconn, UBTECH, Fourier, Galaxy, etc. | Halos safety stack + GB300 NVL72 build 🏭 |
Bio-AI | 1 016 Blackwell Ultra GPUs per “AI drug factory” 🏥 | |
Cloud stack | PLTR,CRWD, GOOG,MSFT, ORCL,NOW, SAP,SNPS | Faster models, safer data, bigger scale ☁️ |
China distro | Official Jetson / H100 / B100 channel partners 🇨🇳 |
Indetial:
3.1 AI & Cloud Ecosystem Team-Ups 🤝☁️
$Palantir Technologies Inc.(PLTR)$ : Marries NVDA acceleration + open-source models → hyperscale data turbo-boost.
$CrowdStrike Holdings, Inc.(CRWD)$ : “Lightspeed” threat-hunt built on Nemotron + NeMo stack.
$Alphabet(GOOGL)$ Cloud, $Microsoft(MSFT)$ Azure, $Oracle(ORCL)$ : on-stage demos of deep NVDA AI integration.
$ServiceNow(NOW)$ , $SAP SE(SAP)$ : showing enterprise AI woven into every workflow.
$Synopsys(SNPS)$ , $Cadence Bank(CADE)$ (EDA champs): co-designing & simulating next-gen AI silicon.
3.2 6G & Telecom 📡🚀
$Nokia Oyj(NOK)$ : $1 B NVDA investment → AI-native 6G platform; ARC chips inside future base-stations.
$Cisco(CSCO)$ , $T-Mobile US(TMUS)$ : co-architecting 6G RAN.
TCS: smart-net, AI digital-twins & edge-AI showcases.
3.3 Autonomous Mobility 🚗🤖
$Uber(UBER)$ : joint L4 robot-fleet build-out.
Waabi, Bosch, Easyrain, Trimble, ArcBest, BlueWhite: certify safety inside NVIDIA Halos framework.
3.4 Robotics & Industrial AI 🔧🦾
Boston Dynamics: emergency-behaviour & self-motion tests in Halos.
Advantech, NexCOBOT, Synapticon: functional-safety validation rigs.
$Foxconn Technology Co., Ltd.(FXCOF)$ / Foxconn: co-launch GB300 NVL72 server → AI-fab muscle on display.
$Amazon.com(AMZN)$ , $Caterpillar(CAT)$ , $Belden(BDC)$ : deploying NVDA AI in industrial-bot projects.
$UBTECH ROBOTICS(09880)$ , Fourier, Galaxy, Zhiyuan, Unitree: China bots tapping NVDA for sim, training & deployment.
3.5 Healthcare & Bio-AI 🏥🧬
$Eli Lilly(LLY)$ : first pharma-owned AI factory — 1 016 Blackwell Ultra GPUs crunching drug data.
$Novo-Nordisk A/S(NVO)$ : building proprietary Agentic AI in Europe with NVIDIA blueprints & NeMo.
3.6 Quantum ⚛️🔗
$Delek US(DK)$ , Alice & Bob, Pasqal: CUDA-Q platform for quantum-algorithm sim + QPU co-integration.
17 quantum firms back new NVQLink interconnect — GPU ↔ QPU at blinding speed.
3.7 Channel & Distribution 📦🇨🇳
$Shenzhen Cecport Technologies Co.,Ltd.(001287)$ , Infodar, Edom: official China distributors pushing Jetson, H100, B100 etc. to local builders.
✅ 4) Street love—price decks moving up
Shop | Call | PT | 2026 EPS | Key line |
|---|---|---|---|---|
BUY | $235 | $8 | “Still room to lift numbers post-guide.” | |
Top AI Pick | $235 | $8 | “25× PE vs 5× Hopper-cycle revenue = steal.” | |
Bernstein | BUY | $235 | $8 | “Order book locked, token lead 100×, moat intact.” |
✅ 5) One-sentence takeaway
NVIDIA didn’t paint a pie—it served it: $500 B booked, Rubin rockets coming, 6G / super-compute / quantum / robo-everywhere blooming, and the Street now sees $8 EPS in 2026—AI infrastructure king stays crowned 👑.
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