LATEST: 📊 Nvidia reported Q2 revenue of $96.2B, beating analysts' $92.2B estimate, with Data Center revenue up 117% to $89B. https://t.co/RMLHwv4S1u ...

You know, last year, one of the funnest things to do is just to go figure out where I go for dinner and and who I have dinner with. And um their their stock price doubles the next day. ...

Amazon will add an additional 2 million Nvidia graphics processing units to its data center fleet in the next two years https://t.co/dSkAk1Am92 ...

Financial Performance and Earnings - NVIDIA reported record earnings with revenue effectively doubling year-on-year [3][8] - NVIDIA projected a 70% revenue growth for fiscal year 2028 (calendar year 2027), surpassing the street consensus of 45% [30][87] - NVIDIA anticipated quarterly revenue to cross the 100 billion dollars milestone in the current period [3][11] - NVIDIA's adjusted gross margins reached 75%, matching market expectations with guidance set at 74% plus or minus 50 basis points [9] - Meta agreed to pay up to 18 billion dollars in a landmark settlement involving states over teen social media addiction [54][55] Market Dynamics and Industry Trends - Artificial intelligence accounted for at least a quarter of the broader macroeconomic gross domestic product growth of 2% [21] - AI contributed 0.3% to the core consumer expenditure deflator, which grew between 3.3% and 3.4% [24][25] - NVIDIA's operating margins remained in the mid-70 percentage point range, though expected to face downward pressure [7] - Vera Rubin server design is slated to account for approximately 20% of data center sales in the fiscal third quarter [90] Geopolitics and Regulatory Policy - U.S. and Canada engaged in escalating trade tensions and tariffs, threatening regional economic stability [36][37] - Iran announced a revenue sharing deal with Oman to collect transit fees for commercial ships passing through the Strait of Hormuz [45]

Market Dynamics - Nvidia remains at the heart of the artificial intelligence boom, driving industry-wide attention [1] - Nvidia provided a bullish sales outlook for fiscal 2028, effectively easing market concerns that artificial intelligence spending is poised to lose momentum [1] Financial Performance - Nvidia reported its second-quarter earnings performance, highlighting strong financial momentum [1]

You know the speed of light answer, the perfect answer is actually infinity per gigawatt. And so if we could literally get a trillion dollars of compute into one gigawatt and one piece of land power shell, it would be a fantastic outcome. ...

Industry Trends - Artificial intelligence industry observers note that artificial intelligence has already achieved artificial general intelligence for numerous tasks [1]

Financial Performance and Valuation - The company doubled its earnings and revenue, yet the stock price did not experience a significant surge [1] - Investor valuation is primarily driven by earnings, revenue, and the continuous growth rate of both financial metrics [2] Market Expectations and Growth Trends - Future projections indicate a deceleration in the rapid growth rate observed in earnings and revenue [2] - Market analysts anticipate a step down in overall growth trajectories over the next couple of years [2] Profitability and Margin Protection - Market focus is shifting away from pure revenue expansion toward the company's ability to protect profit margins [3] - Current operating margins remain strong, positioned within the mid-70 percentage point range [3] - Analysts project operating margins to decline slightly by a tick or two [4] - Sustaining operating margins in the 70 percent and above range could provide a positive tailwind for the stock [4]

🇺🇸 UPDATE: U.S. stock futures rose as Nvidia jumped over 4% after beating expectations. https://t.co/UmeGoLImz2 ...

Most AI are now agentic. But in the future, every company will have a whole bunch of agents. You know, we have 40,000 employees roughly.In the future, we'll have 400,000 agents, 4 million agents. And those agents are running continuously. They're running in the background. ...