Oracle is expecting its “Cloud Infrastructure” revenue to rise to an eye-watering $144 billion in its fiscal year 2030. That’s up more than 14x on last fiscal year’s ~$10 billion haul
If, and it is an if, the company hits that forecast, it will have shades of another AI enabler’s meteoric rise: Nvidia’s data center business, which saw its revenue increase from $6.7 billion in FY 2021 to $115 billion in FY 2025, with analysts anticipating more than $184 billion in data center revenue this fiscal year. Source: Chartr
Analysts have raised $NVDA estimate after Q2 earnings.
The stock is now trading at just ~27x on next year EPS estimate while growing at ~50% Source: The AI Investor @The_AI_Investor
Analysts are raising their Nvidia $NVDA targets across the board
• JPMorgan: $170 → $215 • Rosenblatt: $200 → $215 • Benchmark: $190 → $220 • BofA Securities: $220 → $235 • Citi: $170 → $215 • Jefferies: $200 → $205 • KeyBanc: $215 → $230 • DA Davidson: $135 → $195 • Trust Securities: $210 → $228 Source: Stocktwits
Nvidia $NVDA CEO Jensen Huang just said this about China
"The China market, I've estimated, to be about $50 Billion opportunity for us this year" ... "you would expect it to grow say, 50% per year" "It is the second largest computing market in the world, and it is also the home of about 50% of the world's AI researchers, the vast majority of the leading open source models are created into China. And so it's fairly important, I think, for the American technology companies to be able to address that market." Source: Evan
Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter‼️
Someone spent $10.75 Billion with Nvidia during the quarter 😨 Half of $NVDA data center revenues this quarter tied to just two customers - Most likely amazon $AMZN and microsoft $MSFT 🤔... Source: Evan
🔥 NVIDIA (NASDAQ: $NVDA) earnings are in! Another DOUBLE beat from the world’s most valuable company! 🚀
EPS: $1.05 vs. $1.01 est. (+4.17%) YoY EPS growth: +54.41% ($0.68 last year) Revenue: $46.743B vs. $46.018B est. (+1.58%) YoY Revenue growth: +55.60% ($30.04B last year) Q2 FY26 Highlights: 🤖 Data Center: $41.1B 🧠 Blackwell AI surge: +17% seq 💰 New $60B buyback approved Q3 guide: $54B revenue 😤Note that the outlook does NOT include any shipments of H20 chips to China. Nvidia is excluding China data center revenue from future projections to give Wall Street a clearer baseline in an otherwise volatile environment. Bottom-line: Nvidia beat on revenue and earnings but didn't raise guidance. The result? It's down after market, but no crash (-2% to -3%). Source: Quant Data @QuantData, Day Trading News
$NVDA Q2 2026
"Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary." - Jensen Huang Revenue growth by segment: *Data Center +56% *Gaming +49% *Professional Vis. +32% *Automotive +69% Source: Quartr
Bloomberg title: "Nvidia sales growth decelerates from eye-poping levels".
True, but I still find remarkable Nvidia is able to see +56% YoY growth when the quarterly revenues amount to $46.7B. That's crazy.
