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Jensen’s comment on Oct 28th at GTC implies CY26 revenue growth of roughly 52%, ahead of the Street’s current 41%estimate.
That figure excludes China revenue and any new bookings, and it assumes Nvidia can produce enough to meet demand.My take: The CY26 revenue bar for tomorrow night is around 43%, just above the Street.$NVIDIA(NVDA.US)Source: Gene Munster
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