So if Broadcom is saying they’re going to double their AI business each of the next two years..
What if NVIDIA does the same?
CY26: $400B
CY27: ~$800B
CY28: ~$1.6T
Nobody’s considering a number even close to that for 2028 right now…
I was basically spot on with all of this, but I was estimating 60% growth for $NVDA which turned out to be overly conservative
I’m now bumping that to 80% growth (10% above the guidance Jensen just gave.
Holding net income margins flat, that adds:
$46B FCF
$34.5B returned to
Ah… this is probably why $NVDA is down ~4% today
People still don’t get it… Jensen is highly involved in everything atp. His technology is powering multiple % points of U.S. GDP
And Wall Street thinks the WH is going to hurt them. Did they not see the post from Trump
I think last night and today basically marked the beginning of end of the comparisons between NVIDIA and its competitors
A lot like how Apple used to be compared with DELL as a competitor, eventually that faded away into dust.
Nobody serious compares the two companies anymore.
I’m taking my bogey number for NVIDIA’s revenue up for next year from $750B to $800B
They’re guiding ~$700B formally
Jensen wouldn’t give us a number he didn’t think his team could beat
I almost feel sad for AMD & Lisa Su
Competing with Jensen is such a f*cking nightmare
AMD really is falling further and further behind… nobody wants to believe it’s true, but it is
