Overview
- Goldman Sachs and Morgan Stanley reaffirmed Buy ratings with $210 price targets after Nvidia outlined roughly $500 billion in cumulative datacenter revenue across Blackwell and next year’s Rubin chips.
- Nvidia introduced G4 virtual machines using RTX PRO 6000 Blackwell Server Edition GPUs that integrate with Google Kubernetes Engine and Vertex AI for inference, visual computing, and simulation workloads.
- Google Cloud customers gain access to Nvidia Omniverse for faster robotics development, with support for third‑party tools such as Autodesk AutoCAD, Blender, and Dassault SolidWorks.
- Recent initiatives include a reported $1 billion investment in Nokia, partnerships with the U.S. Department of Energy and Uber, and the launch of NVQLink aimed at advancing quantum computing connectivity.
- Skeptics highlight a price‑to‑sales multiple near 19 and warn of cyclical earnings risk, while TV host Jim Cramer voiced concern over U.S. policy toward China and noted ongoing supply constraints.