[NVIDIA Q2 earnings far exceed expectations; AI compute demand continues to surge] NVIDIA’s Q2 revenue hit $96.2 billion (vs. an estimate of $92.3 billion), up 106% year over year. Data center revenue reached $89.0 billion, up 117%. CEO Jensen Huang said AI has reached an inflection point, and compute power is now revenue. Supplier commitments soared to $279.0 billion, and Ports-Pike GPUs could potentially generate $150.0–$200.0 billion in revenue. Meanwhile, $NVDA announced a major partnership with AWS to expand deployments of an additional 2 million NVIDIA GPUs within AWS global infrastructure in 2027–2028. The market remains highly optimistic about AI infrastructure demand, and the long-term trend is still strong. NFA | DYOR

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