Nvidia eyes tech’s no. 2 spot in revenue with 70% growth outlook (NVDA:NASDAQ) - Seeking Alpha

NVIDIA is positioning itself to become the second-largest revenue player in the technology sector, with a projected 70% revenue growth for fiscal 2028—significantly exceeding the average analyst estim... Read original →

NVIDIA’s projected revenue surge underscores a fundamental shift in the semiconductor ecosystem, driven by escalating demand for AI chips and data center infrastructure. Its latest GPU architecture is catalyzing upgrades across the upstream EDA and manufacturing toolchain, while strengthening its supply chain leverage. However, geopolitical constraints, particularly in China Taiwan/ Taiwan, China and Hong Kong/ Hong Kong, China, pose compliance risks that could disrupt global sourcing strategies. Competitors like Apple, Google, and Amazon are accelerating in-house chip development to reduce reliance on NVIDIA’s ecosystem. Over the next 12–24 months, if large language models continue to evolve, NVIDIA’s dominance in high-end computing will likely persist—but only if it sustains innovation momentum and expands into autonomous driving and edge AI applications.