tae kim(@firstadopter):The bread crumbs of Nvidia’s blockbuster 2027 guidance were out there. I wrote up many positive AI data points last few weeks. Here’s what I wrote in my Substack in late July, pulled from a long Jensen Bloomberg interview. Bloomberg didn’t even write up this important tidbit.

tae kim

@firstadopter

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tae kim@firstadopter

2026.08.28 01:05

The bread crumbs of Nvidia’s blockbuster 2027 guidance were out there. I wrote up many positive AI data points last few weeks. Here’s what I wrote in my Substack in late July, pulled from a long Jensen Bloomberg interview. Bloomberg didn’t even write up this important tidbit.