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Nvidia's AI Expansion Could Push Revenue To $300 Billion By 2026, Analyst Says
Nvidia (NASDAQ:NVDA) is set to beat Wall Street's expectations once again, driven by surging demand for AI and its new Blackwell architecture. With a strong revenue forecast of $48 billion for the second quarter and expectations for continued growth through 2026, the company's Data Center segment remains the primary growth engine, positioning Nvidia for sustained leadership in AI infrastructure. Cantor Fitzgerald analyst C.J. Muse has upped his price forecast for Nvidia to $240, citing the company's Blackwell-driven Data Center expansion and the rapid acceleration of AI maintains his Overweight rating on the stock, noting that Nvidia's revenue is likely to surpass consensus estimates through 2026. Muse pointed to surging demand for artificial intelligence computing and the company's new Blackwell architecture ramp. 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. 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. For the long term, Muse models Nvidia's 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. 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. 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. Muse acknowledged ongoing headwinds in China due to H20 export restrictions and tariffs, but argued that most sell-side models already exclude that revenue. Any unexpected shipments to the region could therefore provide upside to current estimates. He also noted that Nvidia's gross margins should reach the mid-70% range by late calendar 2025, supported by the mix shift to Blackwell products and ongoing efficiency gains. The analyst underscored that Nvidia's roadmap beyond Blackwell, including its Rubin platform, further strengthens visibility into calendar 2026 and positions the company for sustained leadership in AI infrastructure. NVDA Price Action: Nvidia stock is trading higher by 0.92% to $182.11 at last check Monday. Photo via Shutterstock Latest Ratings for NVDA Date Firm Action From To Mar 2022 Goldman Sachs Reinstates Neutral Feb 2022 Summit Insights Group Downgrades Buy Hold Feb 2022 Mizuho Maintains Buy View More Analyst Ratings for NVDA View the Latest Analyst Ratings UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? NVIDIA (NVDA): Free Stock Analysis Report This article Nvidia's AI Expansion Could Push Revenue To $300 Billion By 2026, Analyst Says originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
9 minutes ago
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AI: C3.ai Surges After Landing AI Partnership with Electrobras
Aug 18 - (NYSE:AI) shares moved higher Monday after the company announced a partnership with Brazilian utility Electrobras (NYSE:EBR). The deal marks another step in push to bring artificial intelligence deeper into the energy sector. Warning! GuruFocus has detected 5 Warning Signs with AI. Under the agreement, Electrobras will adopt C3 Generative AI to improve fault monitoring, streamline real-time responses, and enhance operational reporting across its control centers. The move reflects Electrobras' efforts to modernize its grid and improve efficiency at scale. For the win adds a major Latin American utility to its customer list and demonstrates how AI applications can support critical infrastructure. The company continues to position itself as a supplier of enterprise-grade AI tools across industries, including energy, defense, and manufacturing. The collaboration also highlights the growing role of automation in utilities, as companies seek to strengthen grid resilience and minimize costly downtime. Electrobras stock also edged higher on the news, reinforcing investor interest in energy companies leveraging digital solutions. Analysts suggest partnerships like this could provide with broader global visibility and open doors for future utility contracts. This article first appeared on GuruFocus.
Yahoo
9 minutes ago
- Yahoo
Knox Now FedRAMP High Listed, Unlocking Secure AI and Cloud for U.S. Government
WASHINGTON and NEW YORK, Aug. 18, 2025 /PRNewswire/ -- Knox Systems today announced it is now FedRAMP High listed, opening the door for commercial SaaS and AI platforms to securely serve the federal government in just 90 days. Modernization as National SecurityAmerica's most critical systems still run on outdated infrastructure, leaving them vulnerable to increasingly sophisticated foreign cyber threats. FedRAMP High makes the Knox Cloud a trusted foundation for agencies to modernize securely, with AI-driven compliance and real-time threat monitoring baked in. Secure AI and Cloud for the Federal Government and DoD Without the BureaucracyAI is only as powerful as the infrastructure that runs it. By eliminating years of red tape, Knox allows agencies to adopt AI and cloud tools at mission speed - faster, cheaper, and safer than ever before. "FedRAMP High isn't just compliance - it's the key to unlocking secure innovation for government," said Irina Denisenko, CEO of Knox Systems. "With Knox, agencies finally get the guardrails they need and the speed they've been missing." About Knox SystemsKnox ( operates the largest federal managed cloud, trusted by top agencies and partners across defense and civilian sectors. Built for speed, resilience, and compliance, Knox delivers FedRAMP authorization in 90 days - turning the biggest bottleneck in government IT into the fastest path to modernization. For media inquiries contact media@ View original content to download multimedia: SOURCE Knox Systems, Inc Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
