The Zhitong Finance App learned that on Wednesday, Nvidia (NVDA.US) rose nearly 4% before the market and is now reported at $174.88. Goldman Sachs pointed out that despite growing market concerns about the sustainability of investment in AI infrastructure, Nvidia's short-term fundamentals are still strong. Goldman Sachs expects Nvidia's revenue for the third fiscal quarter of fiscal year 2027 to be US$110.81 billion, slightly higher than market expectations; data center revenue of about US$102.51 billion, gross profit margin of 74.1%, higher than market expectations; and earnings per share of US$2.57, exceeding expectations by about 6%.

Zhitongcaijing · 1d ago
The Zhitong Finance App learned that on Wednesday, Nvidia (NVDA.US) rose nearly 4% before the market and is now reported at $174.88. Goldman Sachs pointed out that despite growing market concerns about the sustainability of investment in AI infrastructure, Nvidia's short-term fundamentals are still strong. Goldman Sachs expects Nvidia's revenue for the third fiscal quarter of fiscal year 2027 to be US$110.81 billion, slightly higher than market expectations; data center revenue of about US$102.51 billion, gross profit margin of 74.1%, higher than market expectations; and earnings per share of US$2.57, exceeding expectations by about 6%.