Nvidia put up $96.2 billion in revenue last quarter, more than doubling year over year and beating estimates again. Adjusted EPS hit $2.22, and they guided next quarter to $108 billion, also above consensus.

Data center is carrying the whole thing. The constraint on growth right now isn't demand, it's that high-bandwidth memory is in short supply and packaging capacity is tight. Meanwhile the hyperscalers keep committing more money. Analysts now have the big five spending on the order of $800 billion on capex this year and $1.2 to $1.3 trillion next year..

Nvidia's only real problem is building fast enough to cash all those checks.

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