🤖 Nvidia ($NVDA) just made history, its first-ever year-ahead revenue forecast! 📊
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected 🚀
This comes right after a blowout quarter:
📍 Revenue more than doubled to $96.22B (+106% YoY)
📍 Data center revenue hit $89B (+117% YoY), now 92% of total sales
📍 Shares jumped ~8.7%, lifting the entire semiconductor sector 📈
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance 👀
But it's not all upside ⚠️
📍 Growth is supply-constrained (memory shortages driving costs up)
📍 Supply commitments more than doubled to $279B in one quarter
📍 The forecast excludes China entirely — a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? 🤔
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected 🚀
This comes right after a blowout quarter:
📍 Revenue more than doubled to $96.22B (+106% YoY)
📍 Data center revenue hit $89B (+117% YoY), now 92% of total sales
📍 Shares jumped ~8.7%, lifting the entire semiconductor sector 📈
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance 👀
But it's not all upside ⚠️
📍 Growth is supply-constrained (memory shortages driving costs up)
📍 Supply commitments more than doubled to $279B in one quarter
📍 The forecast excludes China entirely — a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? 🤔
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
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