“Nvidia's updated guidance implies calendar 2027 revenue growth closer to 40% year over year, versus analyst consensus of about 30% — expectations for CY27 are still too low, and 'demand is tracking well above even high expectations.'”

Resolves on Nvidia's calendar-2027 revenue growth; Munster raised his CY27 estimate sharply (to ~90%) after Nvidia's August 2026 guidance.