$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook" wtf? Isn't that ~$110-130B of above prior...
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$NVDA: "We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply constrained outlook" wtf? Isn't that ~$110-130B of above prior...
Serenity: $NVDA earnings TLDR:
Revenue: $96.22B vs. ~$92.17B (beat)
Adj. EPS: $2.22 vs. $2.09-$2.10 (beat)
DC: $89.0B vs. ~$86.3B (beat)
Adj. gross margin: 75% vs. 75%
Hyperscaler Revenue: $48.71B from $43.05B last quarter (custom ASIC growth hasn't really prevented this revenue from
Revenue: $96.22B vs. ~$92.17B (beat)
Adj. EPS: $2.22 vs. $2.09-$2.10 (beat)
DC: $89.0B vs. ~$86.3B (beat)
Adj. gross margin: 75% vs. 75%
Hyperscaler Revenue: $48.71B from $43.05B last quarter (custom ASIC growth hasn't really prevented this revenue from