NVIDIA Corp

NVDA: XNAS (USA)

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Nvidia: We’re Impressed With Visibility Into 2026 Revenue; Raising Fair Value to $225 From $190

Brian Colello

Oct 28, 2025

Nvidia hosted its GTC conference in Washington, D.C. and touted a variety of its product announcements. Nvidia disclosed that, to date, it has visibility into $0.5 trillion of cumulative revenue for its Blackwell and Rubin products in calendar 2025 and 2026.

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NVIDIA Corp

Nvidia: We’re Impressed With Visibility Into 2026 Revenue; Raising Fair Value to $225 From $190

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