Rolf Bulk
@rolfbulk
Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.
加入 January 2026
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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 $850-900B revenue run rate, more than 2x vs the current Q.
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$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.
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