阿波罗1111

Huang Renxun Tells the Truth: Actual Compute Demand Exceeds 70%, and Capacity Constraints Hold Back Performance

At NVIDIA’s quarterly earnings call for fiscal Q2 2027, the company delivered major guidance. CFO Colette Kress revealed that NVIDIA expects full-year revenue growth of up to 70% for fiscal 2028—significantly higher than the 44% consensus forecast compiled by market data provider LSEG.

Based on market estimates that NVIDIA’s revenue for fiscal 2027 will be $396 billion, if the 70% growth target is achieved, NVIDIA’s fiscal 2028 revenue would rise to about $673 billion. This scale is expected to surpass Apple and Alphabet, placing NVIDIA second among U.S. technology companies, behind Amazon, whose primary business is retail.

During the call, Huang Renxun admitted that the growth rate of real market demand is actually higher than 70%. Due to supply bottlenecks for components such as memory chips, NVIDIA’s production capacity ceiling limits the ability to provide an even higher performance outlook. The company is expanding capacity in coordination across its entire supply chain to do its best to ease supply pressure.

He said NVIDIA rarely issues revenue forecasts spanning more than a year. Now that it can anticipate next year’s compute demand—alongside large-scale investments in resources such as land and electricity for data center infrastructure—it needs to give clear expectations to both upstream and downstream partners.

AI compute demand is no longer coming solely from leading cloud providers and top research labs. Regional AI companies, next-generation cloud service providers, startups, traditional enterprises, open-source model ecosystems, and even the physical AI sector have all become key incremental customer groups.
#NVIDIA

The 8% Privacy Question I Can’t Ignore

I pulled up the live explorer and honestly… the numbers made me stop for a second.

252 transactions in 24h.

231 through Moonlight.

Only 21 through Phoenix.

That’s roughly 92% transparent vs 8% shielded.

And this is a chain built around confidentiality.

At first, that feels strange.

Then I started thinking about the actual user journey.

Moonlight is simple. Nonce-based. Easier for exchanges, bots, and everyday transfers to integrate.

Phoenix is different. Shielded flow, viewing keys, extra setup, more friction.

So maybe this isn’t a privacy problem at all.

Maybe it’s an adoption problem.

I kept refreshing the explorer, and another number caught my attention: the failure rate was hovering around 10%.

Now that’s where things get interesting.

Because the real question isn’t whether confidential transactions exist.

They clearly do.

The question is:

What makes users choose them?

If privacy requires an extra step every time, most users will probably take the path with less friction.

That’s why I’m watching this ratio.

If Phoenix eventually moves from 8% toward 20%, 40%, or higher, that could tell us something much bigger about whether privacy becomes a default behavior or remains an advanced feature for users who deliberately seek it.

I’m not calling the design wrong.

I’m watching the behavior.

Because the explorer tells a story the roadmap can’t.

@Dusk #DUSK $DUSK

I took a picture of the cat downstairs—it’s basking in the sun and yawning. Turns out the beauty of life has always been hiding in those unnoticed corners.
🧧🧧🧧🧧🧧🧧

$BTR

just ripped +336% today. 🚀
While most of the market is flat, BTR isn't waiting around. Strong volume, clear momentum, and a massive break past resistance.
This is a proper rally. 💸📈
#BTR #Bitrue #Crypto #CryptocurrencyWealth
Do you guys Trade $BTR ????

BTC Queen 👑₿

BTC is still the queen of the crypto market. 👑
Strong community, limited supply, and long-term potential make Bitcoin a favorite for many investors. 🚀

Keep learning, manage risk, and DYOR. 💎

1️⃣ **Follow MAHI BNB** ✅
2️⃣ **Like & Comment “BTC ”** ✅
3️⃣ **Repost This Post** 🔄✅
4️⃣ **Stay Tuned for the Next Gift 🎁🧧** ✅

#BTC☀ #Bitcoin❗ #Crypto_Jobs🎯 #BinanceSquareFamily #BTCQueen #CryptoCommunity #trading
$BTC $BNB $ETH

🧧 Red Packet Time! 🎁

A little surprise, a little luck, and a chance to grab some rewards! 🍀✨
Keep an eye out and don’t miss your chance to claim yours. 🚀

#RedPacket #Crypto #Rewards #GoodLuck

💰 In 2015, Gravity Payments CEO Dan Price made headlines by cutting his own salary from about $1 million to $70,000 — a roughly 94% reduction. He used the move to help raise the company’s minimum salary to $70,000 for employees.

❤️🏢 Price said the decision was about giving his Seattle-based team greater financial stability, after seeing employees struggle with rising living costs. The move sparked a huge debate about CEO pay and fair wages.

$DUSK $RIVER $POWER

#XRPRallies44%InAWeek #IranSaysHormuzOmanDealNotFinalized #SECSendsCryptoCustodyRuleToWhiteHouse #CryptoFearGreedIndexHits74 #USBitcoinETFsExtendInflowsToSixthDay

A seaside night, soft lights, and in the air there’s a little extra calm 🌊
Only me, the waves, and the quiet of this moment.
Sea breeze, string lights, and a gentle smile ✨
Sometimes, the best kind of night is the quiet kind.
Sea, lights, aur thodi si sukoon 🌊
Bas yahi moment feel kar rahi hun.
Just the vibe of the night 🌙🌊
Soft lights, a gentle smile.
When the waves meet the lights, everything seems a bit softer too

☀️Morning begins, clearing yesterday’s market noise and distractions🌤️

The market is full of uncertainty—don’t let past gains or losses hold your steps back📊.
Investing is about staying steady, not chasing momentary luck🕯️.
Filter out external noise and stick to your own rhythm🌿.
Don’t worry about missing out, don’t impulsively chase highs—wait quietly for your opportunity✨.
Deepen your understanding, move forward steadily—good morning to all fellow travelers🕊️.
#比特币64亿美元期权将到期
#交易
#1688 family

Many people take treating others with harmony as the highest principle and regard making concessions and seeking peace as magnanimity. So when they are offended, they smile and say it’s okay; when someone oversteps, they tell themselves not to mind. Even though, deep down, they are already furious, they still force themselves to swallow it and not react—thinking this is genuine magnanimity and open-mindedness. But you should know: every time you overstep boundaries and concede without principles, you are inflicting wounds on your own mind and body. Don’t assume that if you just endure for a moment, things will become calm and peaceful; don’t believe that taking a step back will make the world feel as vast as the open sky. There are some people in this world who won’t rein in their behavior because of your tolerance. The more you keep compromising and enduring, the more they will grow bolder and act with greater recklessness. The more you keep giving in, the more others will see you as a soft target—and the more they will push further. Don’t mistake suppressing your anger for inner strength, and don’t confuse endless, boundary-less retreat with caring about the whole world. As the book 《“忍”的思考》 puts it: when it is time to endure, you should endure—endurance is beneficial; when it is not time to endure, not enduring is right—endurance then becomes harmful. One overstep deserves a kind reminder; a second offense may be forgiven; but after a third time of trampling, there’s no need to keep up appearances. Once the opportunity has been given, there’s no need to give it again; once your tolerance has been enough, you no longer need to endure.

Every day, stay up late to make time to breathe in some fresh air—it's great $SOL

Pay attention to the replies to claim red envelopes🎁🎁

💥 Misfortune leans on blessing, and blessing hides misfortune.
💥 Misfortune and fortune depend on each other and can be transformed; when you’re in a low point, there’s no need to despair, and when you’re in good times, you must not be arrogant.

#美比特币ETF连续六日净流入 #加密恐惧贪婪指数升至74

Are you hesitating? Are you still just watching and waiting?
Today is the last day for private placements.
Hesitating = missing out 🔥🔥
Watching and waiting = giving up your chance to turn things around 🔥🔥
The cost of trying isn’t that high 🔥🔥
It’s a bit of a pity to miss opportunities 🔥🔥
Welcome to the Fire Alert Cat live room to claim the airdrop 🔥🔥
Every day 🔥 Fire Alert Cat 🐱 live broadcast time: 🔥🔥
Morning 9:00 to 11:00 🔥🔥
Afternoon 16:00 to 17:00 🔥🔥
Evening 20:00 to 21:00 🔥🔥

#Hawk Hawk is influencing every city in the world💪

A new day, a new hope! If you have a goal in your heart, you’ll find strength beneath your feet.
Go forth bravely and take positive action. Believe in yourself—today you will surely make progress beyond yesterday! Keep it up! 😊

🧧🧧🧧🌹🧧🧧🧧U.S. Securities and Exchange Commission submitted a new proposal to the White House Office of Management and Budget on August 25 for review. The proposal covers investment advisers and investment companies that hold digital assets on behalf of clients.
The federal regulatory agenda shows that the proposal is intended to “clarify the framework for crypto asset custody,” with the focus on explaining how institutions can hold digital assets for clients without violating Securities and Exchange Commission (SEC) regulations. The SEC said the proposal would also remove certain custody requirements that have become outdated due to market developments and changes in how assets are traded and held. Pay attention to me—reply with answer 1 and take away the $SOL red envelope! 🧧🧧🧧🌹🧧🧧🧧