The purpose of the looking at the future...is to disturb the present!

Gaston Berger (1896-1960), francuski futurolog

Multiple Nvidia Deals Made it the First $5 Trillion Company Yesterday

Nvidia CFO clarified $500 billion in datacenter revenue at analyst dinner yesterday. 30% already shipped as of end-October. Morgan Stanley had modeled ~$407B cumulative Blackwell + Rubin for 2025-26 vs $500B, implying ~$93B upside. The Timing is unclear but you’ll start seeing larger magnitude beats (on revenue and income). This will be about 12 million ...

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Link :
https://www.nextbigfuture.com/2025/10/multiple-nvidia-deals-made-it-the-first-5-trillion-company-yesterday.html

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