NVIDIA Sees 70% Revenue Growth Amid Computing Power Market Shift

NVIDIA Corp (NVDA) recently reported robust earnings, projecting a revenue increase of approximately 70% for fiscal 2028. Despite ongoing supply constraints, this announcement highlights the company's strategic shift beyond traditional chip sales into financing options and revenue sharing from leasing.

CEO Jensen Huang emphasized that 'computing itself is revenue,' indicating a transformative approach to their business model. This move could create a new derivatives market for computing power, similar to existing markets for other commodities.

NVIDIA's strong GF Value and GF Score suggest that the company is fundamentally sound and potentially undervalued, despite some caution from insider selling and the lower valuation rank.