Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Rishabh Mishra

October 6, 2025

Benzinga

Goldman Sachs warns on Nvidia's 'circular revenue' risk. Barclays' AI forecast offers a reality check, even as they remain bullish on NVDA.

Latest Ratings for NVDA

Date	Firm	Action	From	To
Mar 2022	Goldman Sachs	Reinstates		Neutral
Feb 2022	Summit Insights Group	Downgrades	Buy	Hold
Feb 2022	Mizuho	Maintains		Buy

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Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

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