NVDA's Data Center revenue surged 92% to $75B, but $119B in supply commitments hinge on enterprise buyers who can't yet prove AI ROI.
Uber can't link token spend to product gains, Microsoft canceled AI licenses over budget overruns, and Meta shut down its internal AI usage leaderboard.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Jensen Huang has a way with grand **** ouncements. On NVIDIA's most recent earnings call, the CEO told investors that "the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed." The numbers behind that statement are real: NVIDIA (NASDAQ:NVDA) just posted $81.61 billion in quarterly revenue, with Data Center alone contributing $75.25 billion, up 92% year over year.
The tiny problem? The customers paying for those factories are beginning to ask harder questions about what they're getting back.
Uber can't link token spend to product gains, Microsoft canceled AI licenses over budget overruns, and Meta shut down its internal AI usage leaderboard.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Jensen Huang has a way with grand **** ouncements. On NVIDIA's most recent earnings call, the CEO told investors that "the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed." The numbers behind that statement are real: NVIDIA (NASDAQ:NVDA) just posted $81.61 billion in quarterly revenue, with Data Center alone contributing $75.25 billion, up 92% year over year.
The tiny problem? The customers paying for those factories are beginning to ask harder questions about what they're getting back.
2 months ago
