Gene Munster
2025.11.19 22:09

On the call: CFO reiterates they have visibility for $500B in Blackwell and Rubin revenue through the end of next year.

This is the same comment Jensen made on Oct 28. It implies 54% y/y growth in CY26, compared to the Street at 41%. $NVIDIA(NVDA.US)

Source: Gene Munster

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