NVDA · News · 20260923N

Datacenter Demand and Networking Ramp

NVIDIA CORP · 2026-09-23 · Importance 69 · Surprise 64

NVIDIA management reportedly said processor demand alone could support a doubling of sales in fiscal 2028. Manufacturing supply constraints are limiting the pace at which that demand can convert into revenue, making approximately 70% growth more likely in the near term. The commentary reinforces strong demand for NVIDIA AI training processors despite production bottlenecks.