Here's the math on how much $NVIDIA(NVDA.US) believes they'll beat the Street over the next year.
Bottom line: Jensen said that over the next five quarters, Nvidia already has enough demand to exceed Street estimates by 4% (assuming capacity is available).That upside will likely grow as they continue selling. My take: they could beat the current Street numbers for CY26 by more than 15%.Here's the math:1. Jensen says cumulative demand for Blackwell and Rubin through the end of CY26 is $500B.2. They have sold 6M Blackwells to date. I believe he is referring to sales as of today, not the end of July.3. 6M units at a $25K ASP equals $150B.4. That leaves $350B in demand over the next five quarters.5. The Street is looking for $336B over the same period.6. The chart notes that this is demand “so far,” suggesting that total demand could increase if capacity allows.Source: Gene Munster
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