NVIDIA's Q2 revenue hit $96B with Q3 guidance of $108B—annualizing to $432B and making it the world's sixth-largest company. But hyperscaler growth has slowed to 13% sequentially while non-hyperscaler revenue grew 25%, forcing NVIDIA to extend payment terms and build $581B in supply commitments to fund emerging AI labs and startups.
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Topics: Semiconductors · AI (Horizontal)
Published by Tomasz Tunguz · their site ↗
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