๐๐๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐๐๐๐ ๐๐%. ๐๐๐๐๐๐ ๐๐๐๐ ๐๐%.
Thatโs probably the biggest takeaway from NVIDIAโs latest results.
Q2 revenue hit $96.2B, up 106% YoY, while demand is still running ahead of supply.
That imbalance matters. NVIDIA has more pricing power, although higher input costs could still put pressure on margins in the near term.
The market liked what it saw too. $NVDA jumped 4.7% after hours, breaking the recent pattern of strong earnings followed by a selloff.
So the bigger question isnโt whether AI demand is slowing.
Itโs whether NVIDIA can keep supply growing fast enough to meet it.
Watching $NVDA through BingX.
#BTC #Macro Insights# #AI #NVDA $BTC $ETH
Thatโs probably the biggest takeaway from NVIDIAโs latest results.
Q2 revenue hit $96.2B, up 106% YoY, while demand is still running ahead of supply.
That imbalance matters. NVIDIA has more pricing power, although higher input costs could still put pressure on margins in the near term.
The market liked what it saw too. $NVDA jumped 4.7% after hours, breaking the recent pattern of strong earnings followed by a selloff.
So the bigger question isnโt whether AI demand is slowing.
Itโs whether NVIDIA can keep supply growing fast enough to meet it.
Watching $NVDA through BingX.
#BTC #Macro Insights# #AI #NVDA $BTC $ETH
