Marketplace · Thursday, August 27, 2026
NVIDIA has provided its first long-term growth forecast, projecting revenue to increase by 70% next year. This significantly exceeds the 44% growth anticipated by analysts. Experts note that while such forecasts are valuable for investors, they should be viewed with a degree of skepticism as they can be subject to upward bias.
“Well, today, we are going to take a few minutes to talk NVIDIA, because for the first time ever, the AI chipmaker has offered a long-term growth forecast. Something pretty rare in the quarterly earnings cycle.”
“In its Q2 call yesterday, NVIDIA said it's expecting revenue to grow by 70% next year. No, you don't need to clean your ears out. Yes, I said 7-0.”
“There is evidence that forecasts tend to be slightly upwardly biased. Not much, but they are biased because they believe that forecast is attainable.”