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Deep & Emerging Tech·August 26, 2026·1 min read

Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours

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Nvidia guiding to ~$108B in Q3 and ~70% growth through FY 2028 says hyperscaler and AI infra capex is not slowing—your GPU scarcity assumptions may be wrong on both price and availability. For builders, this buys a bit more confidence to plan multi-year GPU-dependent roadmaps, but also raises the bar on showing real ROI against a very visible cost line.