Nvidia’s 2028 outlook looks stronger than expected: Stephanie Link says NVDA guided for 70% revenue growth, versus 45% expected, while derisking gross margins.

Nvidia’s 2028 outlook looks stronger than expected: Stephanie Link says NVDA guided for 70% revenue growth, versus 45% expected, while derisking gross margins. She also cited greater financing transparency, supply exceeding demand through 2028 and $22 EPS power for 2029.