Perspectiva de crescimento de 70% na receita da NVIDIA pode superar Apple e Alphabet

Beating AI News Update: During the Q2 earnings call for fiscal year 2027, NVIDIA's CFO Colette Kress stated that the company expects revenue growth of 70% in fiscal year 2028, significantly exceeding the Wall Street average expectation of 44% according to LSEG. Based on market projections of NVIDIA's fiscal year 2027 revenue at $396 billion, a 70% growth in fiscal year 2028 would result in annual revenue of approximately $673 billion. According to current Wall Street forecasts, this scale would surpass Apple and Alphabet, making NVIDIA the second-highest-revenue U.S. tech company, behind Amazon, which remains primarily driven by retail operations. NVIDIA CEO Jensen Huang stated that actual demand growth is "far above 70%," but current supply capabilities only allow the company to confidently forecast a 70% increase. Global supply constraints for components such as memory chips limit higher guidance, and NVIDIA will continue working with its supply chain to expand capacity. Huang added that NVIDIA has rarely provided such long-term financial projections in the past, but the company can now observe next year's compute demand, while data center partners investing in land, power, and other resources require consistent messaging. He also noted that demand for AI infrastructure has expanded beyond early adoption by a few hyperscale cloud providers and single cutting-edge labs to include a broader range of customers such as regional AI companies, neo-clouds, startups, enterprise clients, open model ecosystems, and physical AI.