Nvidia revealed visibility into $0.5 trillion of revenue for its Blackwell and Rubin products in 2025 and 2026 at its GTC conference. This suggests potential data center revenue of $300 billion in 2026, exceeding estimates. The fair value estimate for Nvidia is raised to $225 due to strong AI demand and supply chain expansion.

Shares of Nvidia rose 5% after hours to $205, now seen as undervalued. The 6G collaboration with Nokia is a significant development, while robotics presents a long-term opportunity. Nvidia anticipates $3 trillion-$4 trillion in AI infrastructure spending annually by 2030, with a projected 40% growth in 2027.

Nvidia expects a 40% CAGR in AI infrastructure spending over the next five years. Leading cloud customers may discuss capital-expenditure plans, indicating accelerating spending. The company’s disclosure points to a potential 40%-plus growth year in fiscal 2027.

Read more at Morningstar: Nvidia: We’re Impressed With Visibility Into 2026 Revenue; Raising Fair Value