đš THE AI BOOM JUST GOT ANOTHER CONFIRMATION.
$NVDAB $NVDA.US didnât just beat earnings.
It sent Wall Street a much bigger message:
AI infrastructure spending is still accelerating.
NVIDIA reported:
đ Q2 Revenue â $96.2B
đ„ +106% YoY
đą Data Center Revenue â $89B
đ„ +117% YoY
đ Q3 Revenue Guidance â $108B
But the most interesting part?
NVIDIA expects around 70% revenue growth for fiscal 2028.
Thatâs far above what many analysts were expecting â and it suggests the company sees the AI infrastructure cycle lasting much longer than the market feared.
Then came AWS. đ
Amazon Web Services plans to deploy 2 MILLION additional NVIDIA GPUs across its infrastructure in 2027â2028.
Why?
Because demand has already exceeded AWSâs previous plans.
That means hyperscalers are still aggressively building AI compute capacity.
And NVIDIAâs guidance assumes no Data Center compute revenue from China.
Think about that.
Even without China compute revenue, NVIDIA is guiding toward $108B in quarterly revenue.
The AI trade isnât showing signs of slowing.
It may actually be entering its next phase:
More GPUs â More data centers â More power â More infrastructure â More capital.
And when capital keeps flowing into high-growth technologyâŠ
đ Crypto usually deserves a seat at the table.
#NVIDIA #NVDA #AI #BTC #Crypto
$NVDAB $NVDA.US didnât just beat earnings.
It sent Wall Street a much bigger message:
AI infrastructure spending is still accelerating.
NVIDIA reported:
đ Q2 Revenue â $96.2B
đ„ +106% YoY
đą Data Center Revenue â $89B
đ„ +117% YoY
đ Q3 Revenue Guidance â $108B
But the most interesting part?
NVIDIA expects around 70% revenue growth for fiscal 2028.
Thatâs far above what many analysts were expecting â and it suggests the company sees the AI infrastructure cycle lasting much longer than the market feared.
Then came AWS. đ
Amazon Web Services plans to deploy 2 MILLION additional NVIDIA GPUs across its infrastructure in 2027â2028.
Why?
Because demand has already exceeded AWSâs previous plans.
That means hyperscalers are still aggressively building AI compute capacity.
And NVIDIAâs guidance assumes no Data Center compute revenue from China.
Think about that.
Even without China compute revenue, NVIDIA is guiding toward $108B in quarterly revenue.
The AI trade isnât showing signs of slowing.
It may actually be entering its next phase:
More GPUs â More data centers â More power â More infrastructure â More capital.
And when capital keeps flowing into high-growth technologyâŠ
đ Crypto usually deserves a seat at the table.
#NVIDIA #NVDA #AI #BTC #Crypto
