Nvidia’s shares held near recent highs on Friday, trading almost unchanged after a 0.5% gain in the prior session, marking its strongest level since early November. Despite the flat performance, Wall Street consensus remains overwhelmingly bullish. Over the past month, sixteen analysts have raised their earnings estimates, citing robust demand for AI training and inference chips. Five major brokerages have reaffirmed “outperform” or “buy” recommendations, projecting an average upside of 34% over the next twelve months. Key catalysts include aggressive AI infrastructure spending by hyperscalers and continued margin expansion driven by the company’s Blackwell Ultra GPU architecture.

Nvidia has joined forces with Mercedes-Benz Group and Uber to develop luxury S-Class robotaxis powered by its DRIVE AV Level 4 autonomous stack. The collaboration combines Mercedes’ MB.OS vehicle operating system with Nvidia’s end-to-end hardware and software platform, targeting pilot fleets in major European and U.S. cities by 2027. Management forecasts automotive revenue could grow at a compound annual rate exceeding 50%, potentially contributing up to 10% of total revenues by the end of the decade. Investors view the deal as a strategic validation of Nvidia’s roadmap in vehicle autonomy, where it already holds design wins with eight global automakers.

Nvidia’s CEO confirmed the company stands ready to invest up to $100 billion alongside OpenAI in next-generation AI infrastructure, underlining its deep integration into the AI value chain. In a scenario analysis extending to 2030, the firm’s dominant share—nearly 90% of the global AI accelerator market—supports data center revenue growing from $4.3 billion in Q1 2023 to over $51 billion in the most recent quarter. Gross margins have consistently exceeded 70%, and China’s conditional approval for H200 chip imports signals incremental end-market demand. Under a bull case, analysts model overall net income could swell by more than 150% from current levels, while a more conservative baseline still anticipates mid-30% growth driven by sustained capital expenditure on AI platforms.