---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000314536.md"
description: "CFO says "on track for $500B forecast for Blackwell and Rubin and that number "will grow"If they hit the $500B, that implies revenue up 54% compared to Street now at 41%My take: She suggested there is upside to the 54%.Source: Gene Munster"
datetime: "2025-11-19T22:41:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000314536.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000314536.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000314536.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# CFO says "on track for $500B forecast for Blac…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**