$NVIDIA(NVDA.US)🚀 Nvidia: The AI Boom Is Speeding Up, Not Slowing Down!Nvidia just dropped another massive quarter and …
$NVIDIA(NVDA.US)
🚀 Nvidia: The AI Boom Is Speeding Up, Not Slowing Down!
Nvidia just dropped another massive quarter and the AI spending cycle is still accelerating hard and not cooling off.
📈 The Numbers:
• Revenue: $96.2B, up 106% YoY, beating forecasts!
• Data Center: $89B, up 117% YoY, the real powerhouse 🖥️
🎯 Even Better News Ahead:
• Next quarter guidance: ~$108B revenue
• First-ever FY2028 outlook: ~70% revenue growth — way above Wall Street’s ~45% expectation! 🤯
💡 Why So Confident?
Big tech is still spending aggressively. Microsoft, Meta, Alphabet and Amazon combined for $165B in capex last quarter, up 87% YoY!
The real limit isn’t demand — it’s supply.
Memory commitments have jumped from $119B → $279B, and shortages could stretch into FY2028. The next-gen Vera Rubin platform is also ramping up production. 🚀
⚠️ One Note: China is becoming negligible for Data Center. Q3 guidance assumes zero, China compute revenue.
Bottom Line: AI demand is not slowing, the question is whether Nvidia can build chips fast enough to meet it! 🔥
📊 Full breakdown in the infographic! 👇
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