英伟达预计2028财年营收增长约70%，称受供应约束

$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook"

That statement alone is probably more important than the entire earnings beat just now?

Insane upward revision beat from +43.9% expected to 70%.

"With cloud industry backlog now greater than 2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 Billion in 2026 and 1.3 Trillion in 2027"

$1.3 Trillion in 2027. (MS was around $1.2T June, so this is upward projection revisions)

Yeah the high-beta parts of the supply chain growth is going to like this.