Goldman Sachs Report Analysis: NVIDIA Physical AI Revenue Exceeds Full-Year Forecast, Supply Chain Expansion Points to CPU Ramp-Up
· Source: techflowpost.com
In short
Goldman Sachs analyzed NVIDIA's GTC Berlin announcements, noting that Physical AI revenue reached $11 billion in the first half of Fiscal 2027, about 30% above all of Fiscal 2026, while multi-year supply chain expansions point to a larger CPU ramp-up. The report also highlights the DSX POD reducing deployment time to two weeks and OpenShell providing hardware-level agent security. Goldman Sachs maintains a Buy rating and a $300 price target.
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Tags: NVIDIA, Physical AI, Supply Chain, Semiconductors, Data Centers, AI Infrastructure