---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000530613.md"
description: "Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street.Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B.My take: This implies CY27 revenue of better than $500B. The Street is currently at $468B, so he effectively raised next year’s outlook 7% higher than the Street. $NVIDIA(NVDA.US)Source: Gene Munster"
datetime: "2026-03-16T19:17:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000530613.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000530613.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000530613.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Big update on demand: Stock goes from up 2% to up …


### Related Stocks

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

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