Jensen Huang explains why Nvidia will grow an astounding 70% next year

Impact · against what's priced in

The article is largely noise for NVDA as the market has already baked in the 70% growth guidance and current Blackwell demand. While Huang's claims about $100 billion in customer contracts address 'circular revenue' fears, they do not yet provide the concrete evidence of converted orders the market requires to pay for the $1 trillion cumulative revenue projection.

AMZN+0.00

Doesn't touch the price's assumptions

In context

Mention of Amazon building its own chips is a known structural risk and does not alter the specific revenue or margin assumptions the price requires.