JPMorgan keeps an Overweight rating on Nvidia (NVDA) following yesterday’s keynote by Nvidia CEO Jensen Huang. The company doubled demand visibility to $1 trillion in shipments and purchase orders for Blackwell and Vera Rubin through 2027, up from the $500B through 2026 announced in October of 2025, the analyst tells investors in a research note. The firm says this implies a minimum of $50B-$70B upside relative to the Street consensus for 2026-2027 data center revenues, with additional orders for 2027 likely to accrue over the next 6-9 months. A “meaningful and underappreciated” portion of the keynote was dedicated to accelerating traditional enterprise workloads via CUDA-X libraries, adds JPMorgan.
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