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CLAIM #47039 · NVIDIA Corporation (NVDA) · 2026Q2 earnings call · Aug 27, 2025 · due Jan 31, 2027

This year is obviously a record-breaking year. I expect next year to be a record-breaking year.

Jensen Huang · CEO

PENDING
graded after results covering Jan 31, 2027 are reported

How to check this claim

Look at: Total annual revenue, fiscal year

It came true if: Next fiscal year total revenue higher than current fiscal year total revenue

Where: Company income statement (10-K / Q4 earnings release)

In context

eration, we could improve their revenue generation, improve the AI capability, improve the margins, of our customers, by releasing new architectures. And so we advise our partners, our customers to pace themselves and to build these data centers on an annual rhythm. Ruben is going to have a whole bunch of new ideas. I paused for a second because, you know, I have got plenty of time between now and a year from now to tell you about all the breakthroughs that Rubens are going to bring. But Ruben has a lot of great ideas. I am anxious to tell you but I cannot right now. And I will save it for a GTC to tell you more and more about it. But, nonetheless, for the next year, we are ramping really hard into now Grace Blackwell, GB200, and then now 300, we are ramping really hard into data centers. This year is obviously a record-breaking year. I expect next year to be a record-breaking year. And while we continue to increase the performance of AI capabilities as we race towards artificial superintelligence on the one hand, and continue to increase the revenue generation capabilities of our hyperscalers on the other hand. Sarah: Your final question comes from Timothy Arcuri with UBS. Your line is open. Timothy Arcuri: Thanks a lot. Jensen, I wanted to ask you just answer the question. You threw out a number. You said 50% CAGR for the AI market. So I am wondering how much visibility that you have into next year. Is that kind of a reasonable bogey in terms of how much your data center revenue should grow next year? I would think you will grow at least in line with that CAGR. And maybe are there any puts and takes to that? Thanks. Jensen Huang: Well, I think the best way to look

Verify independently

SEC filings for NVDA · Claim quote is verbatim from the 2026Q2 earnings call.