Simplifying Stocks, CPA
$NVDA reported data center sales of $41.09B

Consensus estimates for data centre was $41.2B

😬

Compute sales actually fell sequentially, but networking kept the data segment in sequential growth this quarter.

Ultimately, the Street is focused on the guidance

But... Small cracks are starting to appear in the Ai trade

$NVDA just reported earnings

- Revenue of $46.7B which grew 56%
- EPS of $1.08 which grew 61%

☑️ Both beating analyst estimates

Q3 Revenue is expected to be $54.0B vs the estimates of $46.7B 🤯

Nvidia also approved an additional $60B in share buybacks

$NVDA -2.4% https://t.co/L4QRFEY5rr - Simplifying Stocks, CPA
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Evan
NVIDIA'S $NVDA JUST SAID:

"if geopolitical issues subside, could ship between $2 to $5B in H20 revenue to China 🇨🇳 in Q2. And if we had more orders, we can bill more." https://t.co/uGFaDILshq
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Evan
NVIDIA $NVDA JUST SAID:

"NVIDIA RTX Pro servers are in full production" ... "RTX Pro servers are poised to become a multibillion dollar product line"
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Kris Kashtanova
Nano Banana is trending https://t.co/TFyuHOW40t
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Evan
NVIDIA $NVDA JUST SAID:

"Over 99% of data center compute revenue billed to Singapore 🇸🇬 was for US 🇺🇸 based customers"
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Evan
NVIDIA $NVDA JUST SAID:

"Sovereign AI, is on the rise as a nation's ability to develop its own AI using domestic infrastructure data and talent presents a significant opportunity for NVIDIA"

"On track to achieve over $20B in Sovereign AI revenue this year."
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naiive
me after posting good night on X
https://t.co/vgnW3Pah6R
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Evan
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:

"As a result of agentic AI and vision language models, we are now seeing a breakthrough in physical AI in robotics and autonomous systems" https://t.co/AsPFoR7J1B
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Evan
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:

"Over the next five years, we're gonna scale into with Blackwell, with Ruben, and follow ons to scale into a effectively a $3 to $4 TRILLION AI infrastructure opportunity" https://t.co/m5aHx4iYw4
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Evan
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:

"We're in every cloud for a good reason. Not only do are we the most energy efficient, our performance per watt is the best of any computing platform. And in a world of power limited data centers, perf per watt drives directly to revenues."
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Kris Kashtanova
Tutorial: How to visually annotate to get maximum control of your AI generations

Adobe Firefly + Nano Banna + Veo 3

I recorded more detailed step-by-step tutorial because a lot of you asked how to actually do it. I include all prompts in comments. https://t.co/Is11KnOdHG
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