Nvidia is about to be a hundred-billion-dollar-a-quarter company
The Verge Stevie Bonifield ● Covered by 3 sources
Nvidia says it could make $108 billion next quarter. Its data center sales hit $89 billion, which is the jaw-dropper.
Based on reporting by The Verge, Stevie Bonifield — read the original for the full story.
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Nvidia says it expects to pull in $108 billion in revenue within just a few months. That would put it into the same club Amazon, Apple, and Alphabet have already visited more than once: the one where a quarter clears $100 billion.
The company’s latest earnings report showed a record $96.2 billion in overall revenue for the past quarter. That was more than $10 billion higher than the quarter before, which is the kind of jump that usually belongs in a fairy tale, not a balance sheet.
The real engine remains data centers. Nvidia said that business more than doubled from a year earlier to a record $89 billion. Profits rose even faster, more than doubling to $59.7 billion.
There’s more in the report, including an “edge computing” category that the source says includes consumer gaming, but Nvidia’s big story is already clear. This is no longer a company waiting for demand to arrive. It is the demand.
My take — AI-written commentary, not fact-checked reporting
This is what an AI boom looks like when it stops pretending to be subtle. The scary part isn’t the size of Nvidia’s numbers; it’s how normal everyone is acting about them, as if a $100 billion quarter is just another Tuesday. That kind of scale usually means the market has moved from hype to habit, and habits are harder to unwind.
Read more about this at: The Verge
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