NVDA
The AI party isn’t over
Nvidia just dropped a signal that says the AI spend train may still have plenty of track left. The company expects fiscal 2028 revenue growth of about 70%, which is the kind of number that makes even optimistic analysts sit up a little straighter.
Why that matters
This isn’t just a brag sheet for the hallway. If Nvidia is still seeing that kind of growth runway, it suggests customers are still planning big infrastructure buys even if their own forecasts are louder than Nvidia’s read on demand.
- More AI buildout means more chips, more systems, and more demand for Nvidia’s ecosystem.
- If customer forecasts are stronger than Nvidia’s own growth call, that can mean the market is still underestimating the scale of AI spending.
- For investors, the big question is whether this becomes a “how high can it go?” story or a “yeah, but can margins keep up?” story.
The catch
At this point, Nvidia is trading like the market’s favorite magician: pull one rabbit out of the hat and suddenly everyone wants to know how many more are hiding in there. A 70% growth outlook doesn’t guarantee the stock goes up tomorrow, but it does keep the AI bull case very much alive.
Big picture: when a giant like Nvidia is still talking in rocket-ship percentages, the AI trade isn’t just surviving — it’s still setting the pace.