🔥It blew up! Nvidia’s earnings beat expectations, and the AI rally isn’t over yet! Brothers, last night Nvidia’s earnings report data directly detonated the market!
Quarterly revenue reached $96.2 billion, up 106% year over year, and net profit surged 126%. The line from Jensen Huang—“AI is making money”—is no longer empty talk. He delivered a standout performance with solid results.
The most core highlight is the data center business: revenue of $89 billion, accounting for 92.5% of total revenue, up 117% year over year! Order sources are split into two major segments: 👉 cloud service providers (Microsoft, Google, etc.) ordered $48.7 billion 👉 AI cloud and enterprise customers took $40.3 billion, with growth accelerating to 138%. Compute demand is expanding from top-tier big players to virtually every industry, and the AI wave is still speeding up.
And the next-quarter revenue guidance is $108 billion, higher than the market’s expected $104.2 billion. ⚠️Key point! This outlook has not included data center revenue from mainland China. Even if they give up an important market, performance still beats expectations—just imagine how strong real compute demand is.
Gross margin stayed at 75%, and it’s expected to dip slightly to 74% next quarter, mainly due to pressure from new platform capacity ramp-up and higher pricing for storage chips. At the same time, Nvidia released a major forecast: for fiscal 2028, revenue growth of 70%, far above Wall Street’s prior expectation of 45%. Jensen Huang said directly that if the supply chain isn’t constrained, the growth rate could be even higher!
📊Market flow data: NVDA’s current quote is 221.57, up +3.63%. Smart-money long/short ratio is at 195.85%. Out of 325 traders, longs are profitable—long-side capital clearly holds the upper hand.
One-sentence summary: AI has officially moved from the era of burning money to the era of printing cash! Nvidia is the cash-printing machine on the AI track, and demand shows no signs of slowing down.
⚠️The above content is for market commentary and discussion only and does not constitute any investment advice. When trading, be sure to control your position size and set stop-losses!
#英伟达财报 #AI行情解读 #NVDA行情分析
Quarterly revenue reached $96.2 billion, up 106% year over year, and net profit surged 126%. The line from Jensen Huang—“AI is making money”—is no longer empty talk. He delivered a standout performance with solid results.
The most core highlight is the data center business: revenue of $89 billion, accounting for 92.5% of total revenue, up 117% year over year! Order sources are split into two major segments: 👉 cloud service providers (Microsoft, Google, etc.) ordered $48.7 billion 👉 AI cloud and enterprise customers took $40.3 billion, with growth accelerating to 138%. Compute demand is expanding from top-tier big players to virtually every industry, and the AI wave is still speeding up.
And the next-quarter revenue guidance is $108 billion, higher than the market’s expected $104.2 billion. ⚠️Key point! This outlook has not included data center revenue from mainland China. Even if they give up an important market, performance still beats expectations—just imagine how strong real compute demand is.
Gross margin stayed at 75%, and it’s expected to dip slightly to 74% next quarter, mainly due to pressure from new platform capacity ramp-up and higher pricing for storage chips. At the same time, Nvidia released a major forecast: for fiscal 2028, revenue growth of 70%, far above Wall Street’s prior expectation of 45%. Jensen Huang said directly that if the supply chain isn’t constrained, the growth rate could be even higher!
📊Market flow data: NVDA’s current quote is 221.57, up +3.63%. Smart-money long/short ratio is at 195.85%. Out of 325 traders, longs are profitable—long-side capital clearly holds the upper hand.
One-sentence summary: AI has officially moved from the era of burning money to the era of printing cash! Nvidia is the cash-printing machine on the AI track, and demand shows no signs of slowing down.
⚠️The above content is for market commentary and discussion only and does not constitute any investment advice. When trading, be sure to control your position size and set stop-losses!
#英伟达财报 #AI行情解读 #NVDA行情分析
