Nvidia bets on another blockbuster year, guiding for 70% growth into 2028
AI disclosure
Summary
Nvidia's $96.2bn quarter and bullish 2028 guidance eased some fears about an AI bubble — but its reliance on a handful of big customers, and a cautious re-entry into China, suggest the picture is more complicated.
Discussion on
Trending posts from X.
Absolutely insane.
— The Kobeissi Letter (@KobeissiLetter) August 26, 2026
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…
JUST IN: Nvidia $NVDA reports $96.2 billion in revenue for Q2, beating expectations.
— Watcher.Guru (@WatcherGuru) August 26, 2026