NVIDIA and AI: Revenues of 259 Billion by 2027, Upward Forecast | Is gpu a graphics card | Gpu hardware for gaming | Intel hardware | Turtles AI

NVIDIA could get $259 billion in revenue from AI by 2027, according to Mizuho. The launch of the new Blackwell architecture in 2025 may initially slow down, but the outlook remains positive. The company dominates the AI accelerator market, with an estimated 74 percent share. Investors are carefully awaiting upcoming financial results to assess the trend of GPU orders.

Key points:

• AI forecast: NVIDIA could reach $259 billion in AI revenue by 2027.
• Blackwell on ramp: First shipments of Blackwell GPUs in 2025 could be delayed.
• Market dominance: NVIDIA is expected to maintain a 74 percent share of the AI accelerators industry.
• Financial estimates: Revenues for fiscal year 2026 are projected at $196 billion.

According to an analysis by Vijay Rakesh of Mizuho, NVIDIA could generate $259 billion in revenue from AI by 2027, consolidating its leading role in the industry. The analyst reiterated an Overweight rating on the stock and set a target price of $175 per share ahead of the upcoming release of financial results. NVIDIA stock, which is one of the main references for the AI sector on Wall Street, has suffered a $600 billion drop in capitalization due to the recent wave of selling linked to the DeepSeek sell-off. However, the partial share price recovery has rekindled interest among investors, who are awaiting confirmation on demand trends for the company’s graphics processing units (GPUs).

In 2025, NVIDIA plans to start deploying the new Blackwell architecture, but the initial rollout may face obstacles. The company had already reported design cost issues in 2024, and now the challenges seem to focus on the cooling requirements of the GB200 model, a factor that could lead to a time slip in orders. In light of these elements, Mizuho revised NVIDIA’s fiscal second quarter estimates downward, reducing its revenue forecast to $36.7 billion. However, the long-term view on the company remains solid: the total addressable market for AI accelerators is estimated at $350 billion, with NVIDIA set to capture 74 percent, while AMD is expected to stop at 4 percent and custom AI chips, produced by companies such as Broadcom and Marvell, would reach a combined 21 percent share.

In detail, for the fiscal fourth quarter ending in January, Mizuho expects revenues of $37.5 billion and adjusted earnings per share (EPS) of $0.83. The delay in Blackwell’s ramp-up led the analyst to revise downward by $700 million its revenue forecast for the first quarter of fiscal 2026, which now stands at $41.1 billion, with an estimated EPS of $0.89 per share. Despite these changes, for NVIDIA’s full fiscal year ending in January 2026, the outlook remains upward: expected revenues have been raised to $196 billion, exceeding the previous estimate of $189 billion.

Thus, the market remains focused on NVIDIA’s ability to maintain leadership in AI accelerators and the next steps in the transition to the next generation of GPUs.