Nvidia (NVDA) CEO says forecast only captures Blackwell and Rubin; customers want to make sure they have supply, forecast does not include new products to come

• Expects to close, book and ship more business than USD 1tln.
• The USD 1tln target will keep growing. 
• Forecast also does not include new regions or new markets. 

Nvidia's CEO indicates that the current forecast is conservative, primarily reflecting existing product lines rather than potential future launches, which suggests a bullish outlook for growth. The mention of a significant increase in expected business beyond $1 trillion implies strong demand, which may continue to drive investor interest and influence the semiconductor sector positively. Given the evolving product landscape and new market opportunities, this could further strengthen Nvidia's competitive position and stock performance going forward.