NVIDIA just gave the AI market another reason to pay attention.

Wall Street was expecting around 44% growth, but NVIDIA’s latest guidance came in closer to 70%.

That is a huge difference.

The bigger story is that AI demand is still growing faster than supply capacity. When demand keeps outpacing supply, NVIDIA has more room to maintain pricing power and protect margins.

And the market reacted.

$NVDA jumped 4.7% after hours, breaking the recent pattern where strong earnings were followed by a selloff.

AI spending clearly isn’t slowing down yet.

The question now is how long NVIDIA can keep this growth rate going. 👀