Nintendo's latest sale is 'made possible' by the tariff refunds it's hoarding30m ago Meta Announces Muse AI Agent for Personal Tasks and Organization31m ago Instagram now lets you add tagged photos to your profile grid31m ago AI agents are flooding public services with new requests37m ago Apple’s first foldable is the iPhone Duo, and it costs $1,99937m ago An Anthropic researcher just quit, saying OpenAI and Anthropic are 'gambling with our lives'39m ago Anthropic Is Building a Huge Surveillance System to Spy on Anti-AI Activists and Predict Their Activities48m ago Antioch raises $32m to test robots in simulation before they touch hardware56m ago OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit1h ago 10 of the scariest AI villains in movie history1h ago Maven Robotics wants to steal your robot deployment deal1h ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford1h ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges1h ago 7 Steps to Become a Forward Deployed Engineer in 20262h ago

Nintendo's latest sale is 'made possible' by the tariff refunds it's hoarding30m ago Meta Announces Muse AI Agent for Personal Tasks and Organization31m ago Instagram now lets you add tagged photos to your profile grid31m ago AI agents are flooding public services with new requests37m ago Apple’s first foldable is the iPhone Duo, and it costs $1,99937m ago An Anthropic researcher just quit, saying OpenAI and Anthropic are 'gambling with our lives'39m ago Anthropic Is Building a Huge Surveillance System to Spy on Anti-AI Activists and Predict Their Activities48m ago Antioch raises $32m to test robots in simulation before they touch hardware56m ago OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit1h ago 10 of the scariest AI villains in movie history1h ago Maven Robotics wants to steal your robot deployment deal1h ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford1h ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges1h ago 7 Steps to Become a Forward Deployed Engineer in 20262h ago

Chips & Compute Business & Enterprise5 min reading time

Nvidia Earnings: AI Demand Is Booming, But Risks Remain

Covered by 4 sourcesPublished 13 days ago

Nvidia reported $96.2B revenue in Q2, doubling year-over-year, driven by $89B from data-center AI chip demand. CEO Jensen Huang forecasts 70% data-center revenue growth for fiscal 2028, signaling strong AI demand despite margin pressures.

Covered by 4 sources

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CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year.
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#ai-hardware-demand #data-center-ai-chips #jensen-huang #nvidia #semiconductor-industry

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