🚀 Nvidia just gave the AI rally another shot of adrenaline.
Shares jumped more than 7% after the chip giant delivered blockbuster earnings and signaled that AI demand remains exceptionally strong.
The headline numbers are hard to ignore:
• Nvidia expects 70% revenue growth in fiscal 2028
• AI Cloud, industrial and enterprise sales reached $40.3B, up 138% YoY
• Micron, Marvell, Arm, Intel and AMD all rallied alongside Nvidia
• Jensen Huang says AI has reached an “inflection point”, with more frontier labs, startups and enterprises building massive GPU clusters
But there’s a catch: demand may be growing faster than Nvidia can supply.
TSMC capacity and memory shortages remain constraints, while custom AI chips from hyperscalers and AI labs are becoming a more serious competitive threat.
And Nvidia may be expanding far beyond hardware. Reports say the company has agreed to acquire Hugging Face for $12.9B — a move that, if completed, could give Nvidia an even stronger position across the AI software and open-model ecosystem.
The bigger takeaway: investors are betting that the AI infrastructure boom still has significant runway.
#Nvidia #NVDA #ArtificialIntelligence #AI #Semiconductors #TechStocks #Investing #Technology
Shares jumped more than 7% after the chip giant delivered blockbuster earnings and signaled that AI demand remains exceptionally strong.
The headline numbers are hard to ignore:
• Nvidia expects 70% revenue growth in fiscal 2028
• AI Cloud, industrial and enterprise sales reached $40.3B, up 138% YoY
• Micron, Marvell, Arm, Intel and AMD all rallied alongside Nvidia
• Jensen Huang says AI has reached an “inflection point”, with more frontier labs, startups and enterprises building massive GPU clusters
But there’s a catch: demand may be growing faster than Nvidia can supply.
TSMC capacity and memory shortages remain constraints, while custom AI chips from hyperscalers and AI labs are becoming a more serious competitive threat.
And Nvidia may be expanding far beyond hardware. Reports say the company has agreed to acquire Hugging Face for $12.9B — a move that, if completed, could give Nvidia an even stronger position across the AI software and open-model ecosystem.
The bigger takeaway: investors are betting that the AI infrastructure boom still has significant runway.
#Nvidia #NVDA #ArtificialIntelligence #AI #Semiconductors #TechStocks #Investing #Technology
Grafico NASDAQ-NVDA
di TradingView
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