6 October 2025 | 12:06AM EDT Equity Research Nvidia Corp. (NVDA) Considering the impact of OpenAI and strategic investments on the business NVDA 12m Price Target: $210.00 Price: $187.62 Upside: 11.9% Nvidia has announced strategic investments and partnerships with OpenAI and others. These announcements have sparked investor debate around the nature of the deals and the extent to which Nvidia's equity investments could be recycled by investees as GPU spending, recognized by Nvidia as "circular" revenue. The ...

Nvidia CEO Jensen Wong joining Squawkbox this morning talking up all the investments he's been making lately in AI startups and saying he's looking for even more. For today's tech check, Christina Partzilla is taking a look at Nvidia as the new AI bank, not just the center of the innovation action with chips. Yeah, I'm going to explain the bank analogy, but Nvidia may be the most valuable company in the world, but it's also, to your point, becoming the AI industry's preferred lender.So Bloomberg reported th ...

A Wall Street analyst has cautioned Nvidia (NASDAQ: NVDA) investors that the chipmaker’s explosive growth may not be entirely organic.To this end, Goldman Sachs’ James Schneider warned that part of Nvidia’s booming sales could stem from “circular revenue,” a cycle in which Nvidia’s own investments end up fueling demand for its products.Schneider explained that Nvidia’s financial ties with companies like OpenAI create a situation where the tech giant acts as both supplier and investor. When Nvidia backs AI s ...

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.This caution comes as another major financial institution, Barclays, offers a more conservative outlook on Nvidia’s future revenue potential compared to CEO Jensen Huang‘s ambitious projections, commonly dubbed “Jensen’s Math.”Know all about NVDA’s fundamentals here. G ...