Jensen reminds investors of the big picture: Over the past five years, they have moved from a chip company to an AI factory company. He says there is a lot of compute that is squandered today. Says systems are getting more complex, and Nvidia is the platform to build the most cost-effective infrastructure because they bring together CUDA, compute, and networking.
My take: Factoring in Jensen's demand comments for CY27, the Street will likely increase revenue growth estimates from 30% to 39%. For CY28, the Street is at 16% growth. I don’t expect analysts will change that number after today. I believe CY28 will finish measurably higher than that current 16% estimate. $NVIDIA(NVDA.US)Source: Gene Munster
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