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Nvidia CFO clarifies $500B datacenter revenue, signals potential $93B upside

Nvidia CFO clarifies $500B datacenter revenue, signals potential $93B upside
@KristinaParts: Nvidia CFO clarifies $500B revenue

Nvidia's Chief Financial Officer recently clarified the company's datacenter revenue projections, which stand at $500 billion. This announcement came during an analyst dinner, where it was revealed that 30% of this revenue had already been shipped as of the end of October.

Projections by Morgan Stanley suggest a cumulative revenue of around $407 billion for 2025-2026, indicating a potential upside of approximately $93 billion. While the timing for realizing this upside remains uncertain, Nvidia anticipates larger magnitude beats in the future.

These ambitious forecasts arrive as Nvidia continues to address broader industry concerns, having previously imposed investment limits to quell speculation over circular financing and secure its GPU supply chain. The company’s proactive measures parallel Intel’s current position, where supply strategies for next-generation 14A chips remain closely tied to verified demand—a dynamic chronicled in previous analyses.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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