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Aug 26 at 05:20 AM
For Nvidia, simply beating Q2 consensus may no longer be enough.
A result that truly satisfies the market would likely require three things: a Q3 revenue guide around $105 billion or higher with strong ex-China demand, Rubin staying on schedule with no product-cycle air pocket, and gross margins holding near 75% as networking and full AI systems scale.
If Nvidia delivers all three, expectations for FY28 may need to move higher again.
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