Oppenheimer reiterated its bullish stance ahead of NVIDIA's earnings report on August 26. The firm expects NVIDIA's GB200, GB300, and VR200 platforms to generate over $1 trillion in cumulative revenue between 2025 and 2027, and predicts its Vera CPU will bring in approximately $20 billion in revenue in 2026. Additionally, Oppenheimer noted that sales of NVIDIA's H200 accelerators in China could exceed $50 billion. NVIDIA will also become the exclusive AI computing infrastructure provider for SB Energy's PORTS-Pike technology park, directly investing $1.5 billion and providing up to $105 billion in residual value guarantees, with OpenAI leasing the park for 20 years.