Nvidia Earnings: AI Demand Is Booming, But Risks Remain
Covered by 4 sources
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Nvidia reported $96.2B revenue in Q2, doubling year-over-year, driven by $89B from data-center AI chip demand. CEO Jensen Huang forecasts 70% data-center revenue growth for fiscal 2028, signaling strong AI demand despite margin pressures.
Covered by 4 sources
- Nvidia’s AI Sector Equity Stakes Grow, SEC Filing Shows· 2 sources
- Yes, We're in an AI Bubble. Just Look to 1980s Japan· Hacker News
- Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (CNBC)· Techmeme
- Nvidia projects $673B in sales as AI demand widens· Hacker News
- Nvidia Tries to Defend Against Circular Dealmaking Accusations· Gizmodo
- CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year.· Business Insider
