Nvidia told analysts it preliminarily expects revenue to grow 70% in its fiscal 2028, its first full-year forecast, after reporting $96.2 billion in quarterly revenue. Finance chief Colette Kress said supply will remain a bottleneck at least through that year and that memory chip prices are raising costs without offsetting benefit. Nvidia also said it will supply Amazon Web Services with two million additional GPUs.

• 70% revenue growth forecast for FY2028
• $96.2bn quarterly revenue, up 106%
• $40bn Vera Rubin opportunity
• 2 million extra GPUs for AWS