英伟达向摩根大通透露营收潜力超100%增长

$NVDA told JP Morgan... That their revenue could increase more than 100%+ Y/Y unconstrained.

But ended up giving a ~70% growth projection because that's what Nvidia believes they can supply.

FY27 est: ~$401B revenue... FY28: ~$682B at 70% or >$802B unconstrained.

• Nvidia IR said it gave the updated outlook because it had greater visibility + saw a meaningful gap between Street ests. and its own projections
• Inference is now larger than training after being roughly 50/50 about 18 months ago

I wonder if Nvidia will be the first $10T company... this growth is absurd.