NVDA · News · 20260923N

Guidance and Outlook

NVIDIA CORP · 2026-09-23 · Importance 100 · Surprise 100

Third-party reporting says NVIDIA management indicated processor demand could support a doubling of sales in fiscal 2028. Manufacturing supply constraints are reportedly limiting the near-term outlook to approximately 70% sales growth. The commentary implies demand remains materially ahead of available manufacturing capacity, creating execution and fulfillment risk through fiscal 2028.