Nvidia projected to generate $180-200 billion in revenues from data center GPUs in 2025

From Nasdaq: 2024-12-31 06:00:00

Semiconductor giant Nvidia (NASDAQ: NVDA) had a strong 2024, but recent stock price trends suggest uncertainty due to concerns about maintaining growth. Despite exceeding expectations in revenue and earnings, investors worry about margin pressure from Blackwell AI processors and slowing growth.

Reports suggest Nvidia could ship 6 million data center GPUs in 2025, generating $180-200 billion in revenue. Jefferies predicts conservative figures, while Morgan Stanley forecasts $210 billion from Blackwell systems alone. Data center revenue for fiscal 2025 stood at $79.6 billion.

Data center GPUs contributed 76% of Nvidia’s revenue in fiscal 2025, with an estimated $28 billion from GPU sales in Q4. Jefferies projects an 84% jump in GPU sales for fiscal 2026, hinting at stronger revenue. Estimates indicate potential for higher shipments in 2025.

Jefferies forecasts an additional $82.4 billion in data center GPU revenue for fiscal 2026. Nvidia’s growth in other markets suggests surpassing the $195 billion revenue estimate for 2026. Buying Nvidia stock at 32 times forward earnings and a PEG ratio of 0.98 could be a smart move now.

Analysts predict Nvidia could have another year of outstanding growth in 2025, potentially exceeding expectations. A “Double Down” stock recommendation suggests buying before it’s too late, with past successful recommendations for Nvidia, Apple, and Netflix. Analysts highlight three companies with significant growth potential.

Overall, Nvidia’s prospects for 2025 are promising, with potential for strong growth in data center GPU revenue. Analysts recommend buying Nvidia stock now for potential long-term gains. Consider the “Double Down” stock recommendation for lucrative investment opportunities.



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