Nvidia's own investor-relations framing, relayed here: guidance of ~70% y/y growth (to ~$682B FY28) is a supply ceiling, not a demand ceiling — unconstrained demand implies over $800B. Useful number to have on hand for how much slack is left in the compute build-out even after two years of triple-digit growth.
$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
Nvidia's own investor-relations framing, relayed here: guidance of ~70% y/y growth (to ~$682B FY28) is a supply ceiling, not a demand ceiling — unconstrained demand implies over $800B. Useful number to have on hand for how much slack is left in the compute build-out even after two years of triple-digit growth.
Tweets, videos, filings, articles, and source pages tied to this read.