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The explicit forecast to double chip sales next year and 70% growth guidance materially raise the growth runway for NVDA, likely supporting earnings upside and multiple expansion amid AI capex cycles. Risks include execution vs. ambitious targets and potential macro variance.
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Nvidia’s CEO Jensen Huang forecasts doubling total chip sales next year as AI adoption accelerates across industries. The company also guides 70% growth in the fiscal year ending January 2028, implying about $673 billion in revenue and signaling a robust demand backdrop for GPUs and related semiconductors. The discussion includes AI-safety considerations and collaborations with major AI labs during a UK summit.
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