Rolf Bulk(@rolfbulk):Very strong guide and definitely indicative we're moving more towards the high end of the $3-4T in annual DC Capex Nvidia expects for 2030. 70% growth means Nvidia is likely to exit next year at a $850-900B revenue run rate, more than 2x vs the current Q.

Rolf Bulk

@rolfbulk

Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.

가입 January 2026

162 팔로잉 중 497 팬

Rolf Bulk@rolfbulk

2026.08.26 21:35

Very strong guide and definitely indicative we're moving more towards the high end of the $3-4T in annual DC Capex Nvidia expects for 2030. 70% growth means Nvidia is likely to exit next year at a $850-900B revenue run rate, more than 2x vs the current Q.

Daniel Newman@danielnewmanUV

2026.08.26 21:18

$NVDA expecting 70% growth in FY 2028 should massively deflate bearish sentiment around slowing growth. This is even with broader competition and why we see a bull case of over $14 Trillion in cumulative capex between now and 2030.