Nvidia issues its first annual outlook: revenue to grow another 70%📊
In its earnings report, Nvidia is giving its first-ever annual outlook: next fiscal year's revenue is expected to rise another 70%. This is its strongest endorsement of the sustained demand for AI.
On the numbers: Q2 revenue reached $96.2 billion, doubling year over year; data center revenue was $89.0 billion; and the Q3 guidance is $108.0 billion. Jensen Huang emphasized, "Demand is accelerating, and supply is the only bottleneck."
For the crypto market, this is a double-edged sword: the boom in AI capital expenditures means the liquidity feast can continue, but it also suggests that the market’s tolerance for overvalued assets is being tested.
Guidance is a promise; delivery is a process. Watch the capex data—it’s more useful than tracking the candlestick chart. 点击链接进入群聊
In its earnings report, Nvidia is giving its first-ever annual outlook: next fiscal year's revenue is expected to rise another 70%. This is its strongest endorsement of the sustained demand for AI.
On the numbers: Q2 revenue reached $96.2 billion, doubling year over year; data center revenue was $89.0 billion; and the Q3 guidance is $108.0 billion. Jensen Huang emphasized, "Demand is accelerating, and supply is the only bottleneck."
For the crypto market, this is a double-edged sword: the boom in AI capital expenditures means the liquidity feast can continue, but it also suggests that the market’s tolerance for overvalued assets is being tested.
Guidance is a promise; delivery is a process. Watch the capex data—it’s more useful than tracking the candlestick chart. 点击链接进入群聊
