TMTB: NVDA -- is the $500B # correct?

Oct 28, 2025

∙ Paid

I’ll keep this as simple as possible

Scenario 1: Jensen at face value: $500B DC revs over 5 quarters. $11 in EPS

Scenario 2: The Slide. It’s really only 70% of $500B as 6M of 20M already shipped. That means $360B. My guess is CFO goes with this scenario to manage expectations. $8 EPS.

So what’s the right read?

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