NVIDIA CLIMBING THE WALL OF WORRIES

Summary from the TLDR AI newsletter

The average sell-side estimates for Nvidia's FY 2028 revenue a year ago were around $310 billion. Nvidia guided for around 70% revenue growth in FY 2028 yesterday, which translates to approaching around $700 billion in revenue next year. While analysts kept updating the estimates throughout last year, they were still short by around $125 billion. Nvidia's revenue growth of around 70% could be the floor for next year.