NVIDIA’s latest earnings report is honestly a bit exaggerated.
Q2 revenue hit $96.2 billion, directly more than doubling year over year; Q3 continued to guide to $108 billion, with data center performance even more astonishing.
AWS also plans to add 2 million more GPUs, and the company expects revenue to grow by about 70% next year.
This isn’t just an “AI story” anymore—it’s real, tangible demand for computing power that’s still exploding.
Jensen Huang said “the turning point has arrived,” and now it doesn’t really seem like he’s blowing smoke.
AI isn’t over yet; it may be just entering an acceleration phase.
Most people may not understand these astronomical numbers, but one thing is clear:
In the future, what may be truly scarce isn’t AI applications, but the compute power that supports AI to run.#英伟达第二季度财报 #英伟达 #英伟达营收超预期股价涨4% $NVDA.US
Q2 revenue hit $96.2 billion, directly more than doubling year over year; Q3 continued to guide to $108 billion, with data center performance even more astonishing.
AWS also plans to add 2 million more GPUs, and the company expects revenue to grow by about 70% next year.
This isn’t just an “AI story” anymore—it’s real, tangible demand for computing power that’s still exploding.
Jensen Huang said “the turning point has arrived,” and now it doesn’t really seem like he’s blowing smoke.
AI isn’t over yet; it may be just entering an acceleration phase.
Most people may not understand these astronomical numbers, but one thing is clear:
In the future, what may be truly scarce isn’t AI applications, but the compute power that supports AI to run.#英伟达第二季度财报 #英伟达 #英伟达营收超预期股价涨4% $NVDA.US