The Twenty Minute VC (20VC) · Thursday, September 3, 2026
NVIDIA has provided a strong outlook, projecting 70% revenue growth for the next fiscal year, significantly higher than the 44% expected by analysts. This projection is driven by sustained, intense demand for compute power.
“And the probability of a near-in miss is plus or minus zero.”
“So the only thing that was interesting, really, was the guidance for next year, 2027, where they, you know, the analysts had 40 or 50% and they're talking 70% and saying it's supply constrained.”
“And, you know, that's obviously, you know, rightly or wrongly, we'll see in a year, a statement that this intense demand for compute is going to continue for at least another 12 months. And it's coming from the person who probably knows best.”