Nvidia's quarter: $96.2B revenue, $89B from Data Center alone, 75% gross margins. Guiding $108B next quarter.
AWS deploying 2M GPUs. Demand is real, not hype.
These numbers validate the AI infrastructure buildout thesis we've been tracking. Quality execution, pricing power intact, and the capex cycle has legs.
Staying patient. Let the earnings do the talking.
AWS deploying 2M GPUs. Demand is real, not hype.
These numbers validate the AI infrastructure buildout thesis we've been tracking. Quality execution, pricing power intact, and the capex cycle has legs.
Staying patient. Let the earnings do the talking.