According to CoinMeta, Mizuho analyst Vijay Rakesh stated that there is a consensus that NVIDIA’s ( NVDA.O ) second-quarter earnings exceeded expectations, and the real focus of the market is on the AI expenditure outlook. Rakesh expects NVIDIA’s adjusted earnings per share to be $2.08, with revenue of $92 billion, and maintains a “outperforming the market” rating and a target price of $300. He believes that Wall Street’s forecast for NVIDIA’s AI revenue of $550 billion next year is conservative, pointing out that NVIDIA’s recent financing agreement with Wall Street firms, coupled with SpaceX’s plan to build a 10-gigawatt solar factory in Austin, could potentially bring an additional $400-500 billion in AI revenue.