NVIDIA’s latest numbers tell a pretty clear story: AI demand is still running ahead of supply. Q2 revenue reached $96.2B (+106% YoY), while guidance came in around 70% growth versus Wall Street’s ~44% expectation. Higher input costs remain a margin concern, but the bigger takeaway is the demand-supply imbalance, and NVDA still has pricing power. Shares jumped 4.7% after hours, breaking the recent beat-and-drop pattern. Definitely one to watch.