“Nvidia will grow revenue about 70% in fiscal 2028 (the year ending January 2028) — roughly $673 billion, versus the ~44% analysts modeled: "Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%."”
Co-founder and CEO, Nvidia (guidance issued with CFO Colette Kress)
Said Aug 26, 2026Deadline Jan 31, 2028Nvidia Q2 FY2027 earnings call / CNBC, "Nvidia's 70% growth forecast puts it on track to become tech's No. 2 company by revenue" (Aug 26, 2026); reiterated by Huang at Goldman Sachs Communacopia + Technology Conference, Sept 10, 2026
Resolves when Nvidia reports fiscal 2028 results in early 2028; the figure is explicitly supply-constrained, with Huang saying unconstrained demand would be "a lot higher."