Gene Munster
2025.10.28 17:51

$NVIDIA(NVDA.US) is likely going higher.

Jensen says: “Seeing extraordinary growth in GB, and now have visibility into $500B in cumulative Blackwell and early ramps of Rubin revenue through the end of CY26, business on the books.” Have already shipped 6m Blackwell's in the first 3.5 quarters of production.

Source: Gene Munster

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