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$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.