---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38893096.md"
description: "$NVIDIA(NVDA.US) Q1 revenue guidance as high as $78 billion. The smartest analysts on Wall Street originally only dared to see $72.1 billion. This nearly $6 billion expectation gap indicates that there is no so-called demand vacuum during a transition period for Blackwell chips. Major manufacturers are not only buying but are accelerating their purchases."
datetime: "2026-02-25T21:41:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38893096.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38893096.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38893096.md)
author: "[牛猫招财](https://longbridge.com/en/profiles/15691097.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38893096.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38893096.md)


# $NVIDIA(NVDA.US) Q1 revenue guidance as high as $7…


### Related Stocks

- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (2)

- **牛猫招财 · 2026-02-25T21:52:44.000Z**: Microsoft, Amazon, and Google's capital expenditures for the next year are as high as nearly 500 billion US dollars. Although this has severely damaged their own short-term free cash flow, a significant portion of this money will flow into NVIDIA's pockets. The "profit margin death valley" f
- **牛猫招财 · 2026-02-25T21:43:17.000Z**: Now it depends on the upcoming conference call, whether TSMC's production capacity can keep up or not.