{"id":7426,"date":"2025-08-18T16:00:09","date_gmt":"2025-08-18T16:00:09","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/7426\/"},"modified":"2025-08-18T16:00:09","modified_gmt":"2025-08-18T16:00:09","slug":"nvidias-ai-expansion-could-push-revenue-to-300-billion-by-2026-analyst-says","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/7426\/","title":{"rendered":"Nvidia’s AI Expansion Could Push Revenue To $300 Billion By 2026, Analyst Says"},"content":{"rendered":"\n

Nvidia <\/strong>(NASDAQ:NVDA<\/a>) is set to beat Wall Street\u2019s expectations once again, driven by surging demand for AI and its new Blackwell architecture.<\/p>\n

With a strong revenue forecast of $48 billion for the second quarter and expectations for continued growth through 2026, the company\u2019s Data Center segment remains the primary growth engine, positioning Nvidia for sustained leadership in AI infrastructure.<\/p>\n

Cantor Fitzgerald<\/strong> analyst C.J. Muse has upped his price forecast<\/a> for Nvidia to $240, citing the company\u2019s Blackwell-driven Data Center expansion and the rapid acceleration of AI investments.<\/p>\n

Also Read: Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst<\/a><\/strong><\/p>\n

Muse maintains his Overweight rating on the stock, noting that Nvidia\u2019s revenue is likely to surpass consensus estimates through 2026.<\/p>\n

Muse pointed to surging demand for artificial intelligence computing and the company\u2019s new Blackwell architecture ramp.<\/p>\n

The analyst expects Nvidia to deliver a strong beat again and raise when it reports fiscal second-quarter results on August 27. He projects revenue of $48 billion and EPS of $1.06, compared with consensus expectations of $45.8 billion and $1.00 per share.<\/p>\n

Data Center sales remain the core driver, with Muse forecasting $42.9 billion from that segment alone. Looking ahead to the October quarter, he estimates $55 billion in revenue and $1.25 in EPS, again ahead of consensus at $52.6 billion and $1.18, with Data Center contributing about $49.9 billion.<\/p>\n

For the long term, Muse models Nvidia\u2019s Data Center revenue at $200 billion in calendar 2025 and $300 billion in calendar 2026, well above current Street forecasts of $181 billion and $235 billion, respectively.<\/p>\n

He projects earnings power of $4.85 per share in calendar 2025 and $8.00 in calendar 2026, compared with consensus at $4.37 and $5.89.<\/p>\n

He highlighted accelerating hyperscaler capital expenditures, expected to grow 57% in calendar 2025 and another 20% in calendar 2026, a $1.5 trillion global sovereign AI investment pipeline, and increasing enterprise adoption as the key drivers of this expansion.<\/p>\n

Muse acknowledged ongoing headwinds in China due to H20 export restrictions and tariffs, but argued that most sell-side models already exclude that revenue.<\/p>\n

Any unexpected shipments to the region could therefore provide upside to current estimates. He also noted that Nvidia\u2019s gross margins should reach the mid-70% range by late calendar 2025, supported by the mix shift to Blackwell products and ongoing efficiency gains.<\/p>\n

The analyst underscored that Nvidia\u2019s roadmap beyond Blackwell, including its Rubin platform, further strengthens visibility into calendar 2026 and positions the company for sustained leadership in AI infrastructure.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia (NASDAQ:NVDA) is set to beat Wall Street\u2019s expectations once again, driven by surging demand for AI and…\n","protected":false},"author":2,"featured_media":7427,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,7564,5527,18,19,17,292,82],"class_list":{"0":"post-7426","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-consensus-expectations","12":"tag-data-center","13":"tag-eire","14":"tag-ie","15":"tag-ireland","16":"tag-nvidia","17":"tag-technology"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/7426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=7426"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/7426\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/7427"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=7426"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=7426"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=7426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}