Two pressure points going into Jensen’s CES keynote today at 4pm ET.
1. Commentary on demand.He will likely reiterate that they can’t keep up with demand and reaffirm the $500B target. This ties back to Jensen’s October 28 comments around the $500B Blackwell + Rubin revenue pipeline implying at least 54% revenue growth in CY26, above the Street’s current 50% target. That estimate excludes any incremental bookings and any revenue from China. My take: Over the past two months, investors have been reluctant to give the company credit for the good news. $NVIDIA(NVDA.US)’s stock reaction tomorrow will be a read on whether sentiment has shifted. I expect CY26 revenue growth will end the year up more than 65%.2. A series of smaller announcements, including new gaming offerings and robotics initiatives.My take: Not important.Source: Gene Munster
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