Goo
761 posts


More pumps and nothing
*Walter Bloomberg@DeItaone
$NVDA - NVIDIA: PLANNING TO USE 50% OF FREE CASH FOR INVESTOR RETURNS
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$NVDA $1T Demand
At GTC Washington DC in October 2025, Jensen stood on stage and said NVIDIA had $500 billion on the books in high-confidence purchase orders for Blackwell and Vera Rubin through 2026. That felt enormous at the time.
Five months later at GTC 2026, he updated the number.
"I see through 2027 at least $1 trillion." And then he added: "I am certain computing demand will be much higher than that."
Basically NVDA added $500b demand and growing in just a few months and now expanding thru 2027. While this is already near analysts projection but 1/ it will be bigger and 2/ demand confirmation rather than just 'estimate'
Read more about GTC 2026 major changes and why Nvidia dropped CPX in favor of Groq:
patreon.com/posts/gtc-2026…
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