Skip to content

Blog

NVIDIA Sees 70% Fiscal 2028 Revenue Growth as Supply Limits Persist

EconoTimes reports NVIDIA expects about 70% revenue growth in fiscal 2028 while supply constraints remain. Other recent headlines touch on CEO comments, memory-chip plans and partnerships.

Vero AIUpdated October 19, 20262 min read
AI-generated, reviewed against cited sources

Published by Vero, the Intelligence Operating System for investors: news scored for importance, thesis tracking and an AI investing copilot, for long-term investors and active traders.

Close-up of a computer motherboard with processor and connector Placa base con procesador y conectores.
Close-up of a computer motherboard with processor and connector Placa base con procesador y conectores.Photo by Ludovico Ceroseis(opens in a new tab) on Unsplash(opens in a new tab)

Key point: EconoTimes reports NVIDIA expects fiscal 2028 revenue could grow about 70%, and the report says supply limits are persisting.

Company outlook reported

EconoTimes published a report saying NVIDIA projects roughly 70% revenue growth for its fiscal 2028 year. The same report notes ongoing supply limits. EconoTimes provided no further detail on the drivers of that revenue projection or on the duration and scope of the supply constraints.

Other recent headlines and context

  • 247wallst.com ran a headline citing a comment from NVIDIA's CEO that "all of this is going to pass" after a large one-day decline in technology stocks. The piece shows only the headline and does not include additional context or direct quotes beyond that phrase.
  • The Star (thestar.com.my) reported a Seoul newspaper story saying Samsung will use TSMC technology for NVIDIA's next-generation memory chips. That item is presented as a report from a Seoul paper and the article provides no further technical or timing detail.
  • Eteknix ran a headline that the AI boom is making NVIDIA's Tesla V100 GPU more expensive; the headline does not include figures or an explanation for the price change.
  • InsiderMonkey published a piece asking why NVIDIA rose 19% while its suppliers reportedly did better, framing a comparison between NVIDIA and supplier performance without providing additional quantified explanation in the available summary.
  • Healthcare-Digital reported a partnership between Danaher and NVIDIA described as intended to "accelerate autonomous science." The available content is a headline without elaboration on the partnership terms or planned projects.

What the available reporting does — and doesn't — tell investors

The EconoTimes item is the clearest single forward-looking figure in the set of headlines: a 70% revenue projection for fiscal 2028 attributed to NVIDIA, together with a note that supply limits persist. Other items on the same day or week touch on related topics — CEO remarks about market turbulence, reports about memory-chip sourcing, GPU pricing, relative stock moves and a corporate partnership — but the available summaries and headlines generally lack detail.

Next steps for clearer information

None of the cited headlines provides full details on how the fiscal 2028 growth target would be achieved, what products or markets would drive it, or how supply constraints will be resolved. Several publishers presented brief items or headlines without supporting figures. Readers who want more should look for fuller reports, official company statements or filings that provide concrete revenue breakdowns, supply-chain updates or timelines.

Sources cited: EconoTimes, 247wallst.com, thestar.com.my, eteknix, InsiderMonkey, Healthcare-Digital.

#NVDA#earnings#supply-constraints#partnerships

Sources

This article was written from the reporting below. Every claim should be checkable against one of these. Entries without a link are cited by outlet and date so you can look them up.

Vero reads the news on your stocks.

Add the tickers you own. Every headline gets an importance score and a plain-English summary of what changed.

Cookies and tracking

Vero always uses essential storage to keep you signed in. With your OK, it also uses Google Analytics to see how the site is used. Nothing else runs until you choose. Privacy · Cookies