Noesion Radarnoesion.ai
Market2026-08-26

Nvidia guided to roughly 70% revenue growth for its next fiscal year, implying around $700 billion of revenue, far above what analysts had modelled. The company said the outlook is limited by how much it can supply rather than by demand. Independent analysis notes the share price has still lagged chip and tech indices, and that demand is concentrated in a few large AI labs and specialist cloud providers.

What changed

A year ago analysts expected roughly $310 billion of Nvidia revenue for the same year, and about $574 billion just before the earnings call.

  • ~70% FY'28 revenue growth guided
  • ~$700B FY'28 revenue implied
  • neoclouds 3 GW in 2025 to 8 GW in 2026
  • OpenAI: 12 GW of Nvidia compute

Sources

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