### @NVDA — Estimate — estimate
Three things on the bandwidth estimate, okay? Analysts see the next architecture roughly doubling memory bandwidth again — their estimate, not a company figure. 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-20260808-nvda-src-nvda-bandwidth-estimate-rotation
- posted: 2026-08-08T10:44:22.288Z