Nvidia's 70% Growth Forecast Is a Supply Ceiling. Demand Is Actually Stronger Than That. - Yahoo Finance

NVIDIA delivered another strong quarterly performance, reporting a 106% revenue increase to $96 billion, marking the fourth consecutive quarter of accelerating growth for a company of its scale. Data ... Read original →

NVIDIA’s AI chip demand significantly exceeds forecasts, yet supply constraints are limiting growth. Advanced 3nm and EUV processes enable Hopper to Vera Rubin platform improvements, with revenue per watt rising from $18B to $40B. HBM3E and HBM4 advancements boost data center performance. However, geopolitical risks in Taiwan, China and the Netherlands are increasing capital and operational costs. While OpenAI’s Jalapeno and other custom chips pose competitive pressure, NVIDIA’s Vera CPU and take-or-pay contracts create dual revenue streams through hardware and rental income. Cloud providers like AWS are accelerating platform adoption, driving the compute economy upward. Over the next 12–24 months, NVIDIA may expand production and licensing to reinforce dominance, while rivals explore edge AI or heterogeneous computing to carve out niches.