Nvidia Stock Price Forecast - NVDA Soars to $181.85 as $46B Quarterly Revenue, Intel Partnership, and $100B OpenAI Deal Reshape AI Market

NVDA Price Forecast – Nvidia Hits $181.85 on Explosive $46B Quarterly Sales, Intel Alliance, and Landmark $100B OpenAI Contract

Nvidia (NASDAQ: NVDA) Surges to $181.85, Market Cap Hits $4.33 Trillion

Nvidia (NASDAQ: NVDA) closed the latest session at $181.85, up 2.05%, pushing its valuation to a staggering $4.33 trillion. No other U.S.-listed company commands this kind of dominance in both scale and momentum. The rise is fueled by extraordinary revenue expansion—from $6 billion in early 2023 to $46 billion in mid-2025, a more than eightfold surge. Net income has mirrored that growth, climbing from $1.4 billion to $26.4 billion over the same period. Gross margins are unrivaled in the semiconductor space, holding at 73% GAAP and into the mid-70s non-GAAP.

Data Center Growth and AI GPU Demand Driving Momentum

The engine of Nvidia’s performance is its data center division. Sales in this segment are up 400% year-over-year, with demand for H100 and GH200 GPUs, priced at $30,000–$40,000 per unit, far exceeding supply. Hyperscalers, sovereign wealth funds, and enterprise clients are competing for allocations, creating a structural shortage. The CUDA software ecosystem, now with a developer base in the millions, reinforces Nvidia’s moat and makes migration to rivals like AMD’s ROCm or Intel’s oneAPI highly unlikely.

Intel and OpenAI Deals Cement Nvidia’s AI Moat

Nvidia’s partnership with Intel (NASDAQ: INTC) is a transformative step. Intel has committed $5 billion to co-develop AI-optimized CPUs, enabling hybrid GPU + CPU bundles that can increase efficiency for enterprise workloads by 30–40%. At the same time, the $100 billion OpenAI infrastructure deal is unprecedented: Nvidia is dedicating 10 gigawatts of GPU capacity, essentially locking in multi-year demand. This pushes Nvidia into a new role—not just selling chips, but running AI compute infrastructure as a service, with recurring revenue potential stretching well into the next decade.

Shareholder Returns and Forward Guidance

Nvidia repurchased $25 billion in stock in H1 FY2026 and simultaneously raised its dividend. Q3 guidance projects $54 billion in revenue (+/-2%), with operating expenses at $5.9 billion GAAP and $4.2 billion non-GAAP. Analysts forecast EPS climbing from $3.50 in FY2025 to $6.34 in FY2027 and $7.44 in FY2028, which implies compound annual growth of 20–40%. At today’s price of $181.85, Nvidia trades on a forward P/E of 39.6, but its PEG ratio of 0.79 suggests valuation is supported by growth.

China Headwinds and Competitive Pressures

Beijing’s directive discouraging firms from buying Nvidia’s top-tier GPUs is the biggest geopolitical risk. Domestic rival Huawei’s Ascend chips are gaining traction inside China, raising the possibility of market bifurcation. Yet outside China, Nvidia’s dominance is intact, and its GPUs remain unmatched in performance benchmarks. While export restrictions may cap growth in Asia, the company’s backlog and Western demand more than offset those risks for now.

Technical Outlook and Trading Levels to Watch

Nvidia’s breakout above $181 has turned this level into immediate resistance, with upside potential toward $200 if momentum holds. Support sits near $170, and a failure to defend that level could trigger a deeper pullback to $150. Nvidia is also the semiconductor sector’s volatility anchor: a 5% volatility spike in NVDA typically pushes AMD up 3.1% and Intel 2.9% within days, making it a barometer for broader chip sentiment.

Verdict: Nvidia Remains a Strong Buy

Nvidia is no longer just a GPU manufacturer—it is the infrastructure backbone of global AI adoption. With $46 billion in quarterly revenue, $100 billion in contracted demand from OpenAI, and a $5 billion strategic alignment with Intel, the fundamentals justify a premium valuation. Despite geopolitical risks, the company’s trajectory remains intact. At $181.85, the stock offers near-term upside to $200 and sustained multi-year compounding. The call is clear: Nvidia (NASDAQ: NVDA) is a Strong Buy. Track the real-time price here.

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