Nvidia's Earnings Preview: Can 70% Growth Be Too Conservative?

Nvidia's upcoming earnings report has investors eagerly anticipating the company's growth prospects. With a projected 70% revenue growth in CY27, some analysts believe this figure may be conservative. The company's Vera Rubin sales ramp-up and China market guidance will likely be major focus points during the release.

As one of the central companies in the global AI infrastructure build-out, Nvidia's numbers have been extraordinary. The company's latest earnings showed a quarterly beat, with management now expecting around 20% of revenue to come from Vera Rubin next quarter.

However, some analysts are cautioning that supply bottlenecks may limit Nvidia's growth potential. Unconstrained demand could support over 100% growth, but this remains unclear at present. The company has also announced MOUs with several major firms to mobilize $500 billion+ of third-party capital for AI infrastructure.