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