1. Nvidia's upcoming Blackwell GPU is expected to drive significant revenue growth due to high demand from Data Centers and hyperscalers; 2. CEO Jensen Huang highlighted 'insane demand' for Blackwell GPUs, indicating strong pricing power and revenue potential; 3. The author's conservative estimate suggests Nvidia could generate $80-120B in incremental revenue from Blackwell in FY 2025, significantly higher than consensus forecasts.