Nvidia Analyst
Appearances
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
I think the numbers at first glance are pretty strong, especially considering you've seen some concerns about Blackwell demand and some imperfections. I mean, it's staggering to see a company that's generating 80% year-over-year revenue growth consistently... And in some cases more the data center, which is where Nvidia generates the majority of its revenue from is mind blowing at this point.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
And it seems like there's no slowing down. The only thing that's holding it down is just the ability to make the chips. They're selling literally everything they can. So I think that's why you're kind of seeing a little bit of a muted reaction to the shares. And after hours trading, I think expectations were high.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
And Nvidia beat those expectations, but they weren't the major blowouts that we'd seen in the past when people weren't really sure where Nvidia and AI were going. But still, these numbers are incredible from a raw number perspective.