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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Most people don't realize what just happened.
Nvidia just posted what we believe are the most impressive earnings in history, with market-wide implications.
This implies $670+ BILLION in revenue next year, up +2,390% from FY2023.
What's happening? Let us explain.
(a thread)
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