NVIDIA creates AI-native wireless stack for 6G with telecom partners

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Wolfe Research on NVIDIA (NVDA): 'Our total CY25+CY26 DC GPU revenue is for $360bn'

October 28, 2025 3:38 PM UTC

Wolfe Research analyst Chris Caso reiterated an Outperform rating and $230.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "NVDA held its semi-annual GTC conference today where the company indicated that it has visibility to more than $500bn in cumulative Blackwell... More