NVDA can accelerate their revenue growth after next quarter when Blackwell is in full swing. Keep in mind that NVDA "only" guided 6% QoQ revenue increase from this Q to next Q. If this 7% were the normal growth rate, NVDA stock would be in big trouble, as that implies they can only do $175B in 2025, and with that revenue target, stock valuation would be cut by 15% from the ones I listed above.
So, if you do not believe NVDA can ramp up Blackwell and do $185B revenue in 2025, better wait until dust settles.
For me, I am in full confidence that they can deliver at least $185B
