AI bubble gets thoroughly slapped in the face! Nvidia’s earnings report directly sets the tone for the outlook!
Earlier, everyone online was saying #AI is at the top, and that capital expenditures are retreating. But then Nvidia released an earnings report—straight up sending all the pessimism back to the gutter. After the report dropped, $NVDA surged 8.74% in a single day, and its market value jumped by more than $440 billion in one day.
The key figures are very solid: 1. Q2 revenue was 96.2 billion, doubling year over year. 2. Data center revenue was 89 billion, up 117% year over year. 3. Q3 guidance went straight to 108 billion. 4. In the new fiscal year, the revenue outlook still implies 70% high growth.
These numbers directly indicate that the AI infrastructure spending frenzy by major tech firms hasn’t cooled down at all. The compute power “rush for inventory” is still ongoing. After the Rubin goes into mass production, the supply-demand gap will still be very large. So-called AI bubble and AI topping out—none of that holds true right now.
Want to precisely catch the key plays in the AI sector and move with the main momentum? Just join the chat room.
#英伟达开盘140分钟成交335亿美元
Earlier, everyone online was saying #AI is at the top, and that capital expenditures are retreating. But then Nvidia released an earnings report—straight up sending all the pessimism back to the gutter. After the report dropped, $NVDA surged 8.74% in a single day, and its market value jumped by more than $440 billion in one day.
The key figures are very solid: 1. Q2 revenue was 96.2 billion, doubling year over year. 2. Data center revenue was 89 billion, up 117% year over year. 3. Q3 guidance went straight to 108 billion. 4. In the new fiscal year, the revenue outlook still implies 70% high growth.
These numbers directly indicate that the AI infrastructure spending frenzy by major tech firms hasn’t cooled down at all. The compute power “rush for inventory” is still ongoing. After the Rubin goes into mass production, the supply-demand gap will still be very large. So-called AI bubble and AI topping out—none of that holds true right now.
Want to precisely catch the key plays in the AI sector and move with the main momentum? Just join the chat room.
#英伟达开盘140分钟成交335亿美元
