The whole village's hope is NVIDIA, soaring to success with NVIDIA

💥NVIDIA FY26 Q earnings exploded!
Blackwell demand is off the charts, after-hours +5% 🚀

AI is no longer a wave - NVIDIA's earnings prove
this company isn't a business, it's a money printer.

🔹Core earnings data
Revenue +62% YoY to $57B ($1.9B above estimates)
Operating margin: 63% (+1ppt YoY)
Non-GAAP EPS: $1.30 ($0.04 above estimates)

🔹Q4 FY26 guidance
Revenue forecast: $65B ($3.2B above consensus)

📌 Q3 key segments
Data Center: $51.22B (+66%)
Compute: $43.03B
Networking: $8.19B (⚡+162% YoY → NVLink surge)
Gaming: $4.27B (+30%)
Professional Visualization: $760M (+56%)
Auto: $590M

📍In one sentence:
NVIDIA is no longer a GPU company - it's the global AI infrastructure hub.

💰【Cash flow so strong it feels like cheating】
Operating cash flow: $23.75B (+55%)
Free cash flow: $22.09B (+64%)
Cash reserves: $60.6B
Buybacks: $12.5B
Remaining buyback capacity: $62.2B

👉 NVIDIA's current firepower exceeds many small central banks.

🧱【Future orders overflowing】
Multi-year cloud contracts: $12.6B → $26B (directly doubled)
Supply chain commitments: $50.3B

In one sentence:
Customers fear missing Blackwell, forcing them to lock in long-term contracts.
🦾【Blackwell = AI arms race】

This quarter's core theme:
Blackwell Ultra becoming standard across all industries. Demand is through the roof.

📌 Key highlights
TSMC US fab begins Blackwell wafer production
OpenAI: Orders at least "10GW" of NVIDIA systems
Anthropic: First full NVIDIA deployment, consumes "1GW"
Rubin CPX announced
BlueField-4 shipping
MLPerf: Blackwell Ultra breaks records
This isn't a product line - it's an "AI arms supply chain".

📉 Only minor weakness in margins
GAAP gross margin: 73.4% (-1.2ppt YoY)
But +1ppt QoQ →
Blackwell mass production lowering costs, margins will continue recovering.

🎙️【Jensen Huang's key comments】
"Blackwell sales are unprecedented, all cloud GPUs sold out.
Training and inference demand continues accelerating with exponential growth.
We've entered AI's virtuous cycle."

"The AI ecosystem is exploding.
More foundational model companies, more AI startups, more industries, more countries joining.
AI is everywhere, growing simultaneously across all domains."

🧨【Conclusion: NVIDIA is doing the unprecedented】
AI demand isn't slowing - it's accelerating. Blackwell is sold out for two years ahead.

$NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $NVDA 2X Long ETF(NVDL.US)