Nvidia Forecasts 70% Revenue Growth, $366B in Future Commitments
Nvidia beat expectations with its quarterly guidance, forecasting 70% revenue growth next year and claiming the AI infrastructure spending boom has years to run. With Q2 revenue of $96 billion, profits exceeding 12 major US companies combined, and $366 billion in future commitments, some observers drew Enron comparisons, while others expect ASIC shipments to surpass GPUs.
2026-08-29 ~ 2026-08-29 · 3 related posts
- Episode 1: Nvidia Q2 Earnings Preview: Record $92.3B Revenue Expected(2026-08-25, 3 posts)
- Episode 2: Nvidia Posts Record Q2 and Unveils Rare 70% Growth Outlook for Next Fiscal Year(2026-08-27, 31 posts)
- Episode 3: Nvidia's $100B Value Dispute: Annualized Data Clarification and GDP Accounting Debate(2026-08-27, 6 posts)
- Episode 4: Nvidia Forecasts 70% Revenue Growth, $366B in Future Commitments(2026-08-29, 3 posts)
- Nvidia's $366B Future Commitments Spark Enron Comparisons — GaryMarcus · 2026-08-29
- Nvidia profit beats 12 giants; ASICs to outsell GPUs by 2028 — 创业邦 · 2026-08-29
- Nvidia forecasts 70% sales growth next year, says AI spending boom has years to run — talkingatoms · 2026-08-29