#NVIDIAEarnings NVIDIA delivered $96.2B in quarterly revenue, up 106% YoY, while Data Center revenue reached roughly $89B. The company also guided for about $108B in next-quarter revenue, showing that AI infrastructure demand remains extremely strong.
🚀 The bigger story is the outlook: NVIDIA expects around 70% revenue growth for fiscal 2028, while its next-generation Vera Rubin platform is already gaining strong customer interest.
⚠️ Risks remain, including rising memory costs, margin pressure and China-related restrictions. But the demand picture remains powerful.
My takeaway: NVIDIA isn’t