The market consensus is pricing $92.2 billion of revenue, roughly double last year. The AI Data Center segment alone is supposed to come in around $85 billion. Q3 guidance already sits near $104 billion in the market's head, and gross margin is supposed to hold close to 75%.
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THE $500 BILLION QUESTION BEHIND NVIDIA'S EARNINGS
Nvidia is no longer just the company that sells GPUs and graphics cards. It is becoming the money printer — the collateralized center of a massive, self-reinforcing pool of value.
Further reading
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