Nvidia Delivers Record $68.1B Quarter – AI Supercycle Accelerates Again

Hello StockMinded readers,

Nvidia just released its quarterly results — and once again, the numbers are big.

Here’s the simple breakdown with only the most important figures.

• Revenue: $68.1 billion
• Growth: +73% year over year
• GAAP EPS: $1.76
• Gross Margin: ~75%

Nvidia is not only growing fast — it is maintaining extremely high profitability.

• Data Center Revenue: $62.3 billion
• Growth: +75% year over year

That means almost the entire company’s growth is coming from AI infrastructure — hyperscalers, enterprise AI, and large compute clusters.

This confirms that AI spending remains very strong.

• Total Revenue: $215.9 billion
• Growth: +65% year over year

Nvidia is now operating at a scale that was almost unthinkable just a few years ago.

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• Expected Revenue: ~$78 billion
• Gross Margin: ~75%

Importantly, management said this forecast does not assume Data Center revenue from China.

That suggests demand remains strong even without that contribution.

The takeaway is straightforward:

• AI demand remains strong
• Margins are holding up
• Revenue continues to scale rapidly
• Guidance came in strong

This keeps the AI growth story intact — at least for now.

Markets will now focus on how the stock reacts and whether momentum continues across the semiconductor and AI sector.

$68B revenue.
$62B Data Center.
$78B guided next quarter.
75% margins.

Simple conclusion: the AI machine is still running at full speed.

Best regards,
Team StockMinded