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$NVDA

BULLISH2026-08-26
Price around the call
↑ 2026-08-26
By horizon✓ hit+1.0%
1d
✗ -4.3%
5d
…
21d
✓ +1.0%
Original post
Serenity · 2026-08-26

$NVDA earnings TLDR: Revenue: $96.22B vs. ~$92.17B (beat) Adj. EPS: $2.22 vs. $2.09-$2.10 (beat) DC: $89.0B vs. ~$86.3B (beat) Adj. gross margin: 75% vs. 75% Hyperscaler Revenue: $48.71B from $43.05B last quarter (custom ASIC growth hasn't really prevented this revenue from accelerating) For guidance: Revenue: $108B vs. ~$104.2B Adj. gross margin: 74% vs. 75% (kinda the only soft spot) Revenue ramp has been genuinely absurd over last 4 quarters. -> $68.1B -> $81.6B -> $96.2B (we are here) -> next quarter guidance: $108B, despite assuming zero China DC compute revenue. Fun thing to note is Nvidia says its commitments jumped from $119B last quarter to $279B, primarily related to procurement of memory (for next few years).. So memory goes brrr. TLDR: AI keeps on going brrr. Nvidia is

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