Goldman Sachs has raised its Nvidia earnings outlook, forecasting a $2 billion revenue beat for Q4 and an 8% revenue advantage for Q1 2026. The firm's price target is set at $250, indicating a 35% upside from Nvidia's current stock price. Key growth drivers include rising hyperscaler spending, AI demand from companies like OpenAI, and expanding sales in China, while risks involve potential AI spending slowdowns and increased competition.