Nvidia delivered $96.2 billion in revenue, while FY2028 growth near 70% appears constrained by supply rather than customer demand. Revenue potential per gigawatt rises from $18 billion with Hopper to approximately $40 billion with Vera Rubin. Free cash flow fell 56% sequentially to $21.3 billion as receivables increased and payment terms extended.
Sydney Armani, CEO of AI Fintech World Group, discusses Nvidia (NVDA) continuing its climb after a stellar earnings report, with 2028 revenue projections soaring and its dominance in data center code and software cementing its leadership. Beyond Nvidia, emerging opportunities are drawing attention, including the space economy's focus on orbital data centers and satellite communication, where data infrastructure offers the real opportunity.
NVDA's 63.7% net profit margin and 93.3% expected earnings growth put it among three profitable stocks positioned for market volatility.
Nvidia has amassed $99 billion in equity investments by backing its tech peers. That's a 14-fold increase from last summer when it had a roughly $7 billion equity portfolio.
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one Jensen Huang left out of his press tour
NVDA's $12.9 billion Hugging Face deal expands its AI reach into open-source models, developers and software while boosting demand for computing.
NVDA has just announced one of their largest (potential) deals ever concerning Hugging Face. Investors are left wondering if NVDA will manage to generate value with that deal, because it seems to be overpaying with a $12.9B purchase price. NVDA's Q2 2027 results delivered over 100% top-line growth, 66.2% operating margin, and robust free cash flow, enabling record $26B shareholder returns.
Nvidia stock has jumped and is nearing its all-time high as the company slowly evolves into becoming the central bank of the AI industry, thanks to its huge investments. NVDA jumped to $230, a few points below its all-time high of $236, and this growth may continue as the AI boom continues.
Despite being far more recent than the short position, Michael Burry's bullish bet on Nvidia (NASDAQ: NVDA) stock appears to already be paying off thanks to the semiconductor giant's strong rally after the earnings.
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
The Magnificent Seven are making a comeback on Wall Street, but the latest rally is being driven by a different set of winners than earlier this year. Nvidia is once again emerging as the standout performer in the artificial-intelligence trade after spending much of 2026 trailing smaller semiconductor stocks.
Nvidia's equity investments stood at $99 billion as of July 26, up sharply from a year earlier as it expands its financial backing across the AI sector. Investments span frontier AI labs, cloud providers and infrastructure companies, including OpenAI, CoreWeave and Nebius.