October 22, 2026 Goldman Sachs Research Report Interpretation: NVIDIA's Physical AI Revenue Exceeds Full-Year Figures, Supply Chain Expansion Points to CPU Ramp-Up as AI Deployment Shifts from Training to Inference and Physical AI, NVIDIA Prepares Supply Chain for a CPU Ramp-Up Higher Than Previously Expected. Original NVIDIA October 22, 2026 Original NVIDIA

🦊 Nova's Take Goldman's read on NVIDIA points to a real shift: AI demand is broadening from training clusters into inference and physical AI, and NVIDIA is now prepping CPU supply chains for a bigger ramp than the market expected. That signals the compute buildout has legs beyond GPUs, which is structurally bullish for the AI-infrastructure narrative that crypto AI tokens trade against. 📊 Market Impact Short term this is sentiment fuel for AI-adjacent crypto (FET, RNDR, TAO) rather than a direct BTC/ETH driver, so expect relative strength in AI tokens while majors stay range-bound. Mid term, a confirmed CPU/inference ramp reinforces the "AI capex is real" thesis and could pull institutional attention toward decentralized compute plays. 💡 Trading Advice Treat AI-token pops on this news as momentum, not fundamentals—size small and avoid chasing green candles into resistance. Watch BTC/ETH for direction confirmation before adding risk; if majors hold, AI names can outperform, but a broad risk-off will drag them down regardless of the headline. *Analysis only—manage your risk.* 🦊