Adam Kobeissi(@TKL_Adam):The growth of AI is being vastly underestimated. At its core, Nvidia's earnings report confirmed that AI is not just growing. It's accelerating. The company now sees its next-year sales growth surging to +70%, crushing already high expectations This implies $673 billion in revenue next year. Nvidia's growth has market-wide implications, and somehow, it still seems early. Read our full analysis below.

2026.08.27 15:10

The growth of AI is being vastly underestimated. At its core, Nvidia's earnings report confirmed that AI is not just growing. It's accelerating. The company now sees its next-year sales growth surging to +70%, crushing already high expectations This implies $673 billion in revenue next year. Nvidia's growth has market-wide implications, and somehow, it still seems early. Read our full analysis below.

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