Nvidia Earnings Crush Estimates Again: Data-Center Revenue Surges 94%
Quarterly revenue hit $35.1 billion on insatiable Blackwell chip demand, lifting Nasdaq futures 1.8% and sparking sympathy rallies across semiconductor suppliers.
Marcus Sterling
Chief Equity Strategist · Vizyon Capital
Artificial intelligence bellwether Nvidia delivered another blowout quarterly report, posting revenue of $35.1 billion—up 94% year-over-year—and adjusted EPS of $0.81, handily beating consensus expectations. Management guided next-quarter revenue to $37.5 billion, citing multi-quarter visibility on next-generation Blackwell GPU shipments.
Ripple effect across the supply chain
Data-center sales reached $30.8 billion, representing 88% of total company revenue while gross margins held at an extraordinary 75%. Shares of Broadcom, TSMC, and hyperscale cloud providers rose in sympathy during after-hours trading.
Concentration risk reminder
Vizyon Capital's Equity Desk reminds clients that the top seven mega-cap tech firms now account for 34% of total S&P 500 market capitalization. While fundamentals justify premium multiples today, balanced portfolios benefit from pairing AI leaders with quality industrials and healthcare names.
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