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Feed ExplorerExceeding expectations by $2 billion is just meeting expectations, right? Now the entire US stock AI sector is watching Da Zi's financial report. If it's not good, it will just crash.
The market is becoming increasingly picky about AI: NVIDIA's performance exceeding expectations this year is no longer enough; the key is to look at the revenue visibility for 2027
Goldman Sachs expects NVIDIA's fourth-quarter revenue to exceed market expectations by approximately $2 billion, but the $2 billion beat may only be "in line with expectations." What can truly drive the stock price is guidance for the next 12-18 months. Goldman Sachs believes that any positive statements from NVIDIA regarding revenue visibility for 2027 could serve as a catalyst for the stock price. The extent to which incremental demand from non-hyperscale cloud customers offsets fluctuations from traditional customers is a source of uncertainty for the 2027 revenue forecast
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