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Public post
Cedric Ho
Sep 2026 • linkedin
Post excerpt
NVIDIA just dropped a big bombshell in their Q2 earnings last week. Analysts were expecting around 44% revenue growth for NVIDIA in 2027. That’s already remarkable for a company expected to generate roughly $410 billion in revenue this year. But NVIDIA’s guidance? 𝟕𝟎% 𝐠𝐫𝐨𝐰𝐭𝐡. And Jensen Huang suggested that growth could be higher if not for supply constraints. Without those constraints, growth could be closer to 100%. Wow. It’s been three years since AI became the dominant investment theme. And NVIDIA is n…
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