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NVIDIA has reinforced its central role in artificial intelligence infrastructure with a multi-billion-dollar planned investment in OpenAI for next-generation AI data centers, complemented by expanded industry collaborations in sectors such as healthcare, semiconductor testing, and robotics.
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This wave of partnerships and technology adoption highlights NVIDIA’s unmatched influence across the AI ecosystem, with its solutions rapidly permeating diverse industries through full-stack integration and client reliance on its hardware and software platforms.
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We will explore how the OpenAI agreement and NVIDIA’s broadened industry partnerships shape the company’s future growth expectations and investment narrative.
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To be a NVIDIA shareholder today, you need conviction that accelerating demand for AI infrastructure will support robust long-term growth, powered by the company’s leadership in advanced compute platforms and full-stack solutions. The recent OpenAI partnership and a wave of cross-industry agreements reinforce NVIDIA’s position at the heart of the AI buildout, while the near-term outlook continues to revolve around sustaining technology leadership in the face of large customers developing their own chips. For now, these developments do not materially impact the greatest current risk, exposure to hyperscale clients potentially shifting away from NVIDIA’s hardware and driving prolonged gross margin pressure if custom silicon adoption accelerates.
Among several announcements, the deepened collaboration with Fujitsu to deliver custom AI agent infrastructure across healthcare, manufacturing, and robotics stands out. It directly connects to NVIDIA’s catalyst: mass AI adoption and the expansion of its addressable market via industry-tailored solutions, reinforcing why technology leadership and ecosystem integration remain central to short-term growth prospects.
Yet, in contrast to the upbeat momentum, investors should be aware of the increasing efforts by major cloud providers to build proprietary ASICs, which could…
Read the full narrative on NVIDIA (it’s free!)
NVIDIA’s narrative projects $337.2 billion in revenue and $187.9 billion in earnings by 2028. This requires 26.8% yearly revenue growth and a $101.3 billion increase in earnings from the current $86.6 billion.
Uncover how NVIDIA’s forecasts yield a $213.99 fair value, a 14% upside to its current price.
NVDA Community Fair Values as at Oct 2025
Fair value opinions from 445 members of the Simply Wall St Community range from US$90.15 to US$341.12 per share, reflecting highly divergent expectations. With AI-driven CapEx by hyperscalers driving near-term revenue, these diverse perspectives remind you that market participants can weigh the risks and catalysts very differently.
Explore 445 other fair value estimates on NVIDIA – why the stock might be worth less than half the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NVDA.
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