The revenue outlook published by Nvidia has disappointed some investors and heightened market concerns about how to continue the AI spending trend. In an announcement on Wednesday, the company expects revenue for the current fiscal quarter to reach US$108 billion, which may fluctuate 2% up and down. The aggregated data showed that although analysts estimated an average of $105.2 billion, some people's expectations surpassed $110 billion. The ratio of revenue after deducting production costs, that is, gross margin is about 74%. Nvidia shares fell nearly 3% in after-hours trading after the financial estimates were announced. The market's lukewarm reaction highlights investors' concerns about the growing enthusiasm for artificial intelligence. After several years of rapid growth, some investors began to worry about a potential bubble. Investment agreements reached between Nvidia and many companies in the AI economy have also raised concerns, and there are concerns that circular transactions may make the entire industry more unstable.

Zhitongcaijing · 2d ago
The revenue outlook published by Nvidia has disappointed some investors and heightened market concerns about how to continue the AI spending trend. In an announcement on Wednesday, the company expects revenue for the current fiscal quarter to reach US$108 billion, which may fluctuate 2% up and down. The aggregated data showed that although analysts estimated an average of $105.2 billion, some people's expectations surpassed $110 billion. The ratio of revenue after deducting production costs, that is, gross margin is about 74%. Nvidia shares fell nearly 3% in after-hours trading after the financial estimates were announced. The market's lukewarm reaction highlights investors' concerns about the growing enthusiasm for artificial intelligence. After several years of rapid growth, some investors began to worry about a potential bubble. Investment agreements reached between Nvidia and many companies in the AI economy have also raised concerns, and there are concerns that circular transactions may make the entire industry more unstable.