原文：

原文：
$NVDA told JP Morgan... That their revenue could increase more than 100%+ Y/Y unconstrained.

But ended up giving a ~70% growth projection because that's what Nvidia believes they can supply.

FY27 est: ~$401B revenue...
FY28: ~$682B at 70% or >$802B unconstrained.

- Nvidia IR said it gave the updated outlook because it had greater visibility + saw a meaningful gap between Street ests. and its own projections

- Inference is now larger than training after being roughly 50/50 about 18 months ago

I wonder if Nvidia will be the first $10T company... this growth is absurd.

翻译：
$NVDA 告诉 JP Morgan……他们的收入在不受限制的情况下，年度同比增长可能超过 100%+。

但最终给出的增长预测约为 70%，因为这才是 Nvidia 认为自己能提供的。

FY27 预估：约 $401B 收入...
FY28：约 $682B（70% 增长）或不受限制时超过 $802B。

- Nvidia IR 表示，之所以更新预期，是因为他们拥有更大的可见度，并且看到华尔街预估与自身预测之间存在显著差距。

- 推理业务现在已超过训练业务，约 18 个月前两者大致持平 50/50。

我在想 Nvidia 是否会成为首家 $10T 公司……这种增长简直荒诞。