---
title: Goldman's main points from the nvidia upgrade today
description: "1. Non-GAAP EPS estimates for FY2025/26 increased by 22% due to strong AI server demand and better GPU supply. 2. Predicted decline in Data Center revenue in 2HCY24 revised to steady growth through 1HCY25, fueled by Gen AI spending and diverse customer base. 3. Growth supported by new product cycles, including H200 and B100, and expansion in cloud service provider investments.\nSource: TME, Goldman Sachs"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [Goldman's main points from the nvidia upgrade today](https://blog.syzgroup.com/syz-the-moment/goldmans-main-points-from-the-nvidia-upgrade-today)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Feb 6, 2024, 3:07:25 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/goldmans-main-points-from-the-nvidia-upgrade-today)

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