The reporting season’s most eye-catching number was Nvidia’s 70 per cent. Quarterly revenue is doubling year-on-year, annual revenue should hit $US400 billion ($557 billion) this year – roughly 10 times BHP’s revenue – and management expects another 70 per cent increase next year.Another 70 per cent would get Nvidia to $US700 billion – a stonking 25-times increase in five years. It was Nvidia’s first full-year forward revenue guidance, and analysts are buying it. How is that next leg of growth possible? We’re about to get a decent peek.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
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