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NVIDIA delivered another blockbuster quarter with $96.2B in revenue, up 106% YoY, while Data Center revenue reached about $89B. Even more important, NVIDIA guided for roughly $108B in next-quarter revenue and expects around 70% revenue growth for fiscal 2028.
The biggest takeaway: AI infrastructure demand is not slowing down yet. Blackwell Ultra is ramping, hyperscalers continue investing heavily, and the upcoming Vera Rubin platform could provide another major growth catalyst.
⚠️ But investors should watch memory costs, margins, China restrictions and the sustainability of AI spending.
For me, the earnings message is clear: NVIDIA remains at the center of the global AI infrastructure boom. 🚀📈
$NVDA #AI #ArtificialIntelligence #TechStocks