NVDA: DATA CENTER REVENUE HAS GROWN ~10X IN TWO YEARS
🚨 $NVIDIA(NVDA)$ Q2 Earnings 🚨
• Total Sales $46.7B vs Est. $46.1B
• EPS $1.05 vs Est. $1.01
• Data Center Sales $41.1B vs Est. $41.3B
• Networking Sales $5.1B vs Est. $5.1B
Q3 Guidance
• Sales $54B vs Est. $46B
• Gross Margins 74% vs. Est. 72%
Nvidia approves additional $60B in share buyback.
1.
DATA CENTER REVENUE HAS GROWN ~10X IN TWO YEARS 🤯
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2.
JUST SAID AI INFRASTRUCTURE SPEND COULD HIT $4T BY 2030 🤯
CEO JENSEN HUANG JUST SAID AGENTIC AI ARE DRIVING A BREAKTHROUGH IN PHYSICAL AI FOR ROBOTICS & AUTONOMOUS SYSTEMS
3.
CEO CALLED CHINA A ~$50B MARKET GROWING ~50% ANNUALLY
He said it’s the world’s #2 computing market, home to half of AI researchers & most top open-source models -- “critical” for U.S. tech to address.
AI startup funding soared from $100B to $180B and revenues from $2B to $20B -- with “10x higher next year not inconceivable.” Supply is sold out across H100s and H200s as hyperscalers rent capacity, pointing to long-term growth in the $600B CapEx market.
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- AuntieAaA·2025-08-29GoodLikeReport