Overview
- Nvidia reported after the close on Wednesday that revenue was about $96.2 billion and adjusted EPS was $2.22, and it issued guidance near $108 billion for the next quarter.
- Data Center was the engine of the quarter with roughly $89 billion in sales, showing extraordinary demand for chips used to train and run large AI models.
- Shares rallied about 4–5% in after‑hours trading as the beat plus higher guidance eased short‑term investor doubts.
- Investors remain cautious because hotter US inflation and shifting Fed expectations increase sensitivity to guidance while rising memory prices, growing competition, and limits on China sales could raise costs and slow growth.
- Nvidia has moved into financing and guarantees for AI data centers, a shift that helps customers build capacity but creates new counterparty and credit exposure that markets will watch next.