To The Moon

🚀🤖 $NVIDIA(NVDA)$ 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

✅ 3) Fresh team-ups—stocks on the invite list

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

✅ 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 👑.

Tiger cubs, got your AI winners & hot ETFs locked and loaded?

U.S. tech keeps hitting records—the AI big-3 market-cap nears $13 T; check the hottest tech ETFs here ↗️

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