---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43617748.md"
description: "Earnings blew past expectations, with NVIDIA single-handedly saving the day.Quarterly revenue hit $96.2bn, more than doubling YoY. Next quarter guidance stands at $108bn, calculated assuming zero revenue from China. The supply chain has already locked in orders worth $279bn.Jensen Huang summed it up: &#34;Compute is now revenue.&#34;"
datetime: "2026-08-27T03:32:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43617748.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43617748.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43617748.md)
author: "[谋定后动](https://longbridge.com/en/profiles/2064990920919875584.md)"
generator: "portal-rs"
---

# Earnings blew past expectations, with NVIDIA singl…


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