Feb. 10 at 1:16 AM
$NVDA $SNPS
Reading between the lines on Huang’s comments suggests strong upside to Nvidia’s data center revenue through 2026. Over the prior three quarters heading into fiscal Q3’s report, Blackwell revenue has totaled approximately
$63 billion. Including Networking over that time frame, total revenue would rise to
$78 billion, still a fraction of the total overall opportunity management is projecting. Thus, if we assume that Blackwell and Rubin ramp over the next five quarters, fiscal 2027 data center revenue could be nearly
$320 billion, versus estimates for around
$270 billion.
