Press Space to continue
Press Space to continue
$NVDA is guiding to $108B in revenue next quarter, taking it past $200B in revenue across just six months. Bepo Holdings CEO @benitoz says there’s another layer to this: Nvidia's GPUs are becoming financial assets in their own right. "It's almost like the equivalent of a Boeing airplane." "A 747 with certain specs trades for a certain amount and an Nvidia B200 Blackwell or a Vera Rubin system will trade for a certain amount." "This creates like a liquid marketplace for compute as an asset."
3316376038@3316376038Aug 26
Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.
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