### @NVDA — Estimate — estimate
Sell-side analysts estimate that the next architecture roughly doubles memory bandwidth again. There are three things, okay? 1) That’s an analyst estimate, not a company figure. 2) Prior estimates of this kind have been directionally right before. 3) They’ve also been early on timing before.
- tier: Estimate (~)
- source: NVDA / Analyst estimates
- receipt: https://ticker.thevixguy.com/p/p-day-20260723-nvda-src-nvda-bandwidth-estimate-rotation
- posted: 2026-07-23T00:35:23.196Z