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Nvidia Says Chip Scarcity Eases in Five to Six Years and Targets Growth

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Nvidia’s scarcity is expected to fade in about five to six years as investors price in future cash flows; its market cap is $5.31 trillion. Revenue rose to $96.22 billion, with $89.02 billion from data centers, and non-GAAP EPS hit $2.22. Supply commitments reached $279 billion, and Jensen Huang said fiscal 2028 revenue should grow about 70% YoY with supply for 70%.

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