---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000871647.md"
description: "$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! 👇"
datetime: "2026-08-26T22:35:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000871647.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000871647.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000871647.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US)🚀 Nvidia: The AI Boom Is Speeding …


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## Comments (1)

- **Fattycat · 2026-08-27T02:54:46.000Z**: Did Nvidia beat expectations and how big was the beat? You can refer to the infographic 😊


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**