[NVIDIA: It is expected that revenue will more than double in fiscal year 2028, officially entering the global high-end CPU track] August 27th, NVIDIA’s Q2 revenue in fiscal year 2027 reached US$96.2 billion, doubling year-on-year, accelerating growth for four consecutive quarters. The company officially gave a deterministic guidance of 70% year-on-year revenue growth in fiscal year 2028, and disclosed that: the current unconstrained real market demand can reach 100% growth rate, and the only factor limiting annual growth is insufficient supply chain capacity, not weak downstream demand. In terms of product structure, the new mass-produced Vera Rubin platform will become the core growth engine next year, contributing 20% ​​of data center revenue in a single quarter in Q3; the server CPU business has reached an explosive turning point, with revenue expected to more than double in fiscal 2028, officially entering the global high-end CPU track and opening up new growth space.