Quick Read – NVDA posted $82 billion in revenue, up 85% year over year, with B200 systems sold out yet the stock sits 28% below its 52-week high. – AMD and Broadcom rally alongside NVDA as inference demand pulls the entire semiconductor and memory stack higher. – Jensen Huang…
es $3 to $4 trillion in AI infrastructure spend by decade’s end, with hyperscaler capex approaching $1.2 trillion as the primary fuel. – NVIDIA (NASDAQ:NVDA) just posted the loudest quarter of the AI cycle. Revenue of $81.615 billion, up 85.23% year over year, and CEO Jensen Huang telling shareholders that “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” Yet shares sit at $211.94, roughly 28% below the $236.26 52-week high
B200 systems are sold out. Can NVIDIA hit $300 by 2027? What Is Holding NVIDIA Back Right Now The stock is flat over the past month, down 0.3% from mid-July, and up about 13% year to date.
That price action lags what an 85% revenue growth story usually delivers. Two headwinds: China, where management assumed no Data Center compute revenue from China in the Q2 guide with no H20 shipments in Q1 versus $4.6 billion a year ago. Second, sentiment cooled.