“8-27-26 Nvidia Says the AI Boom Is Just Getting Started”
NVDA earnings were stellar (106% rev growth) but stock reaction muted by margin/receivable concerns; fundamentals remain strong due to high-quality customer base and vertical integration.
We're going to talk a little bit about Nvidia's earnings this morning.
A lot of this is solely due to Nvidia last night. Really, really good earnings.
Go, Nvidia. Let's talk a little bit about Nvidia's earnings last night. 96.2 billion in revenue that was up 106% year-over-year. 89 billion was up 117 uh that's uh data center revenue.
So revenue from data centers, 89 billion, that was up 117% year-over-year. Operating income was 63.7 billion, up 124% on a year-over-year basis. That was a 66.2% operating margin.
That was up from 64% last quarter. Uh gross margin 75% 260 uh basis points year-over-year. Uh GAP Q3 guided to 74.9%. And EPS non-GAAP was $222 up 120% year-over-year.