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.

The Kobeissi Letter@KobeissiLetter

2026.08.27 14:50

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)