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Here's the math on how much $NVDA believes they'll beat the Street over the next year. Bottom line: Jensen said that over the next five quarters, Nvidia already has enough Blackwell and Rubin demand to exceed Street estimates by 15%. This assumes capacity is available and adding back the networking business of $41B. That upside will likely grow as they continue selling. My take: Supply is a critical factor here. if they can make them, it sounds like they're on track to beat the current Street numbers for CY26 by more than 20%. If they don't make enough, that's good news for CY27. Here's the math: 1. Jensen says cumulative demand for Blackwell and Rubin through the end of CY26 is $500B. 2. They have sold 6M Blackwells to date. I believe he is referring to sales as of today, not the end of July. 3. 6M units at a $25K ASP equals $150B. 4. That leaves $350B in demand over the next five quarters. 5. Add $41B in networking revenue. 6. The Street is looking for $336B over the same period. 7. $350B (Blackwell and Rubin) + $41B in networking = $391B 8. $391B is about 15% higher than the Street's $336B today. 9. The chart notes that this is demand “so far,” suggesting that total demand could increase if capacity allows.