Nvidia guides 70% revenue growth next year, supply sets the ceiling
BenBajarin · x · 2026-09-06
Per TheCircuit, Nvidia has put a 70% revenue growth marker on next year and says growth could be higher with more capacity. With demand outstripping supply, the upside now depends on how much capacity Nvidia can secure across the supply chain.
More from Infra
- Intent-based multi-model routing: autonomous agents manage Sparks-hosted Qwen, GLM, DeepSeek — jasonkneen · 2026-09-06
- Data center spend jumps $25B in six months as construction hiring rebounds — a16z · 2026-09-06
- Musk: 3D printing enables integrated flow paths but is too slow and costly for volume production — i_bioloid · 2026-09-06
- The Economist: The moral panic over data centres is foolish — andsoitis · 2026-09-06
- Unreal Engine pipeline yields 8.7K+ hours of action-conditioned video for world-model pretraining — udmrzn · 2026-09-06
- PyPI's Recent Download Corrections Sharply Cut Some Packages' Stats — dbreunig · 2026-09-06