Eric Jhonsa on Revenue

Jensen says $NVDA already has visibility for $500B+ of Blackwell/Rubin revenue through the end of 2026. Points to estimates for the next few quarters being much too low -- the FY26 (ends Jan. '26) revenue consensus is at $206.7B, and the FY27 consensus is at $276B.

301 likes11 repliesPosted Oct 28, 2025

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Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Leads with a specific number, which is concrete enough to be worth a second of attention.
Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Short enough to read in full without expanding, which removes a step before the point lands.
Short sentences keep the pace up, so the reader never has to re-read a line.

The mechanics

Hook: Leads with a number
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Mechanisms: Specificity
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

Revenue

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