Nvidia Fiscal Q2: The AI Giant Answers To Losing Market Share

The new disclosure is increasingly important because it proves that Nvidia Corporation can be more resilient than feared should more Big Tech CapEx be redirected to custom silicon. At the heart of every Nvidia’s earnings report is the question — how will the world’s most valuable company continue to grow? Another one of the more overlooked comments from Nvidia’s earnings call centered around how much revenue the company now expects to generate from every gigawatt of deployed AI infrastructure. Most importantly, NVDA raised guidance for FY28, stating revenue would grow 70%.

Nvidia Corporation ( NVDA ) reported another impeccable quarter, yet the more important story came from the earnings call. As the Tech Insider Network has covered in the past, Nvidia’s share of the AI