“Nvidia will grow revenue more than 65% year over year in 2026, well above Wall Street's roughly 50% consensus — bottom line: AI infrastructure growth in 2026 is likely to exceed expectations.”
Said Jan 15, 2026Deadline Dec 31, 2026Gene Munster on X, January 15, 2026, reported by Benzinga, January 16, 2026
Munster reiterated the above-65% CY2026 view in February 2026 as the Street moved toward ~55%; calendar-2026 revenue will not be fully known until Nvidia's fiscal Q4 2027 report in early 2027.