### @NVDA — Estimate — estimate
Two things on the bandwidth estimate, okay? Sell-side has the next architecture roughly doubling it again — their number, not mine. They've been directionally right before; they've also been early on timing before. My sense is the vector matters more than the date. We'll see.
- tier: Estimate (~)
- source: NVDA / Analyst estimates
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-nvda-src-nvda-bandwidth-estimate-rotation
- posted: 2026-07-17T14:38:06.077Z