product2 distinct publishers
Nvidia guided a year ahead for the first time, and its $690bn is now everyone's planning input
Nvidia put fiscal 2028 growth at roughly 70%, implying close to $690bn against $570bn consensus, and said about a quarter of that demand comes from AI labs it is financing.
Publishers:datacenterdynamics.comthenextweb.com
Reality
- Evidence71
- Adoption79
- Hype gap+21
- Incentives82