INFRA Signal 116
Nvidia forecasts Q3 revenue at $108B, 4% above estimates, and projects 70% FY 2028 growth
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Nvidia reported Q2 revenue of $96.2B, up 106% YoY, and forecast Q3 revenue of $108B, exceeding Wall Street estimates, while projecting 70% growth for FY 2028.
Nvidia’s revenue surge reflects sustained demand for AI and data center infrastructure, but the aggressive growth forecast raises questions about supply chain scalability and market saturation. For engineers, this signals continued investment in high-performance computing but may also pressure component availability and pricing.
Written by elseif from the cluster below · every claim links back to a sourceThe three things worth knowing
Nvidia’s Q2 revenue reached $96.2B, a 106% YoY increase, driven by data center and AI demand.
The company forecast Q3 revenue of $108B, surpassing the $104B estimate, and projected 70% growth for FY 2028.
Stock surged 4%+ after hours, though some analysts question whether growth can outpace supply constraints.
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