Altman promotes trillion-dollar AI ambitions as OpenAI reorganizes for growth.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Should l Buy NVDA?
Source: Reuters
OpenAI's Ambitious Plans: OpenAI CEO Sam Altman envisions the company becoming a pivotal force in Silicon Valley, aiming to develop extensive AI infrastructure with a goal of 30 gigawatts of computing resources for $1.4 trillion.
Funding and Growth Challenges: Altman has indicated the need for OpenAI to generate hundreds of billions in annual revenue to support its ambitious projects, which would require a tenfold increase from its current revenue trajectory.
Controversies and Criticism: Altman's approach has faced scrutiny, including criticism from co-founder Elon Musk, who has raised concerns about OpenAI's shift from its nonprofit roots and the financial viability of projects like Stargate.
Cultural Impact and Future Prospects: Altman's leadership and the rapid growth of OpenAI have sparked significant interest in AI, with plans for an IPO and a Hollywood film about his journey, highlighting the cultural and economic implications of AI advancements.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Growth Rate Comparison: Palantir reported a 70% year-over-year revenue increase to $1.4 billion with a 43% profit margin, showcasing strong performance in profitability and market demand, slightly outperforming Nvidia's growth expectations.
- Valuation Discrepancy: Palantir's price-to-earnings ratio stands at 106, significantly higher than Nvidia's 23, indicating that investors must pay a premium of up to 360% to own Palantir's stock, reflecting high market expectations for its future growth.
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See More
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- Strong Chip Performance: The installation of 1.4 million Tranium2 AI chips in Amazon's data centers has resulted in an annual revenue run rate of $10 billion, growing over 100% year-on-year, indicating robust growth potential in AI infrastructure.
- Significant Cost Advantage: Amazon's Tranium chips offer 30% to 40% better performance-per-dollar compared to Nvidia's GPUs, reducing operational costs for AWS customers and potentially attracting more AI companies to choose Amazon as their infrastructure provider.
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