Nvidia comfortable with ~70% FY28 growth, could more than double without supply constraints, JPMorgan says

JPMorgan notes from a virtual NDR with Nvidia IR: Nvidia comfortable with ~70% YoY FY28 growth framework, demand broad-based. Without supply constraints, business could more than double. Outlook remains supply-constrained. Early FY28 outlook due to gap between Street estimates and internal view. Inference now larger than 50% of data center mix and growing. 122 clean stories shaped this window, with sentiment bearish at 38/100. Also in focus: Bahrain air defences intercept Iranian aerial attack.