原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook"
wtf? Isn't that ~$110-130B of above prior consensus.
That statement alone is probably more important than the entire earnings beat just now?
"With cloud industry backlog now greater than 2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 Billion in 2026 and 1.3 Trillion in 2027"
$1.3 Trillion in 2027. (MS was around $1.2T June, so this is upward projection revisions)
Yeah the high-beta parts of the supply chain growth is going to like this.
翻译：
$NVDA：“我们预计在2028财年收入将增长约70%。这是一种供应受限的前景。”
这什么情况？不是比之前共识高出约110-1300亿美元吗。
仅这句话可能比刚才整个盈利超预期更重要？
“随着云行业积压订单已超过2万亿美元，前五大超大规模云服务商的资本支出预计在2026年接近8000亿美元，2027年达到1.3万亿美元。”
2027年1.3万亿美元。（微软6月约为1.2万亿美元，所以这是上调的预测）
是的，供应链中高贝塔部分的增长会是这样。
$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook"
wtf? Isn't that ~$110-130B of above prior consensus.
That statement alone is probably more important than the entire earnings beat just now?
"With cloud industry backlog now greater than 2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 Billion in 2026 and 1.3 Trillion in 2027"
$1.3 Trillion in 2027. (MS was around $1.2T June, so this is upward projection revisions)
Yeah the high-beta parts of the supply chain growth is going to like this.
翻译：
$NVDA：“我们预计在2028财年收入将增长约70%。这是一种供应受限的前景。”
这什么情况？不是比之前共识高出约110-1300亿美元吗。
仅这句话可能比刚才整个盈利超预期更重要？
“随着云行业积压订单已超过2万亿美元，前五大超大规模云服务商的资本支出预计在2026年接近8000亿美元，2027年达到1.3万亿美元。”
2027年1.3万亿美元。（微软6月约为1.2万亿美元，所以这是上调的预测）
是的，供应链中高贝塔部分的增长会是这样。
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