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00:02Deepwater Asset Management Managing Partner Gene Munster said investors are underestimating
00:07NVIDIA's long-term AI growth ahead of its February 25, 2026 earnings report.
00:13In a post on X, Munster said he expects calendar 2026 revenue guidance to exceed expectations
00:19and projected calendar 2027 growth closer to 40% versus the street at 28%.
00:25He wrote that Wall Street models about 55% revenue growth for 2026, up from near 50%,
00:32and said CEO Jensen Huang's commentary suggests growth could exceed 65%.
00:37Munster cited clearer AI utility and rising capital spending from hyperscalers,
00:42including Amazon and Google.
00:44He said inference demand could surpass training over time and noted China upside is not priced in.
00:49NVIDIA reported third-quarter revenue of $57 billion, up 62% year-over-year,
00:56topping estimates of $54.88 billion.
00:59For all things money, visit Benzinga.com.
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