NVDA · News · 20260923N
Guidance / Outlook
NVIDIA CORP · 2026-09-23 · Importance 100 · Surprise 100 · No source text
NVIDIA management said processor demand alone could support a doubling of sales in fiscal 2028.,Management's current 70% sales-growth expectation reflects manufacturing supply constraints rather than weaker processor demand.,The reported demand outlook implies continued capacity limitations could constrain fiscal 2028 revenue realization.
Key facts
- Nvidia management said that based solely on demand for its processors, it could easily double its sales in fiscal 2028. source
- Nvidia management said supply constraints on manufacturing mean 70% sales growth is more likely for fiscal 2028. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +35.0% | Nvidia management said supply constraints on manufacturing mean 70% sales growth is more likely for fiscal 2028. |
| revenue | positive | contingent | +15.0% | Nvidia management said that based solely on demand for its processors, it could easily double its sales in fiscal 2028. |