Srikas
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- NVIDIA: AI Growth Is Still Strong — But Margins Are the Question NVIDIA continues to dominate the AI infrastructure story, with another record quarter highlighting just how strong demand for accelerated computing remains. 🚀 Key numbers: • Revenue: $96.22B, up 106% YoY • Data Center growth: +117% YoY • Gross margin: around 75% • Rubin is moving closer to full production • Shares initially gained around 4% after hours But there’s an interesting catch… NVIDIA expects gross margins to come under pressure, potentially reaching the 71–72% range, largely because of higher component costs. That raises an important question for investors: Can NVIDIA maintain its extraordinary growth while protecting its margins? The AI demand story clearly isn’t slowing down. The next generation of Rubin could crea
