NVIDIA CEO Jensen Huang's keynote speech at the GTC 2026 conference released strong signals for long-term growth, successfully meeting the market's two core expectations regarding the outlook for computing power demand and the layout of the inference market.
According to the Wind Trading Desk, Goldman Sachs stated in its latest research report released on Monday local time that NVIDIA disclosed at the conference that its data center business orders are expected to reach $1 trillion by 2027. This clear long-term revenue visibility significantly exceeds Wall Street's general expectations, directly alleviating investors' concerns that artificial intelligence capital expenditures may peak in 2026.
At the same time, NVIDIA announced the launch of a new inference product based on Groq infrastructure, marking a key step for the company into the increasingly competitive AI inference market. Goldman Sachs predicted during the U.S. stock market session that, supported by these positive fundamentals, NVIDIA's stock price would steadily maintain the initial 2% gain achieved after the event. On Monday, NVIDIA closed up 1.63%.
Based on an optimistic assessment of potential catalysts in the coming months, Goldman Sachs reiterated its &#34;Buy&#34; rating on NVIDIA and maintained a 12-month target price of $250, emphasizing that the capital expenditure plans of super cloud service providers and the new models based on the Blackwell architecture will continue to solidify the company's performance leadership.
<h2>Trillion-Dollar Order Guidance Alleviates &#34;Capital Expenditure Peak&#34; Concerns</h2>
According to Goldman Sachs' analysis, NVIDIA significantly enhanced the long-term visibility of its data center revenue in its financial update.
The company currently expects that by 2027, its computing and networking business across the Blackwell and Rubin architectures will generate over $1 trillion in revenue. This figure has doubled from the previously announced guidance of &#34;achieving $500 billion in revenue by 2026.&#34;
Goldman Sachs pointed out that this strong growth outlook is not only highly consistent with its estimates but also far exceeds market expectations. This move provides investors with peace of mind, effectively alleviating the market's general anxiety about a potential &#34;capital expenditure peak&#34; in 2026.
<h2>Next-Generation Inference Products Strengthen Market Monetization Capability</h2>
To adapt to the industry's shift towards agentic AI, NVIDIA announced the launch of a new Groq LPX rack designed specifically for inference workloads.
According to Goldman Sachs' report, this product is co-designed with NVIDIA's Vera Rubin platform, achieving a 35-fold increase in throughput per watt compared to the Blackwell platform and providing over 10 times the revenue opportunity for trillion-parameter models.
Goldman Sachs believes that this product precisely addresses the power bottlenecks currently faced by data centers, offering enterprises a broader commercialization space through a tiered premium product roadmap. NVIDIA is expected to start shipping the LPX rack in the third quarter of 2026.
<h2>Network Strategy and Enterprise AI Ecosystem Progressing on Two Fronts</h2>
In terms of network infrastructure, NVIDIA continues to maintain its dual layout of copper and optical solutions in both horizontal and vertical network expansions
The company confirmed that the Spectrum-X CPO switch for horizontal network expansion has entered mass production; at the same time, its Oberon rack (used for Rubin) employs a vertically scalable CPO switch that can support up to 576 GPUs in a single cluster. In addition, NVIDIA has released NemoClaw for the OpenClaw agent platform. This software utilizes the optimization features of the agent toolkit to provide local computing support and necessary safety barriers for autonomous agents to operate around the clock. Goldman Sachs views this as a key advancement in driving the large-scale implementation of agent-based AI in enterprises

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NVIDIA disclosed data center revenue orders worth up to $1 trillion, far exceeding market expectations, which helps alleviate investor concerns that AI capital expenditures may have reached a "peak." Additionally, NVIDIA launched Groq's LPX rack system, further solidifying its strategic commitment to the inference market

- Nvidia's CEO Jensen Huang indicated strong long-term growth signals at the GTC 2026 conference, meeting market expectations for computing demand and AI market positioning.  
- Goldman Sachs reported that Nvidia expects its data center business orders to reach $1 trillion by 2027, significantly alleviating investor concerns over potential peaks in AI capital expenditure.  
- The introduction of new inference products and network infrastructure supports Nvidia's competitive edge in the evolving AI landscape, with Goldman Sachs reiterating a "buy" rating and a $250 price target.

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Goldman Sachs Quick Commentary on Jensen Huang's GTC Speech: Met Two Key Expectations of Investors