ChipsSeeking Alphaabout 3 hours ago
Nvidia Won't Be This Cheap Forever
1 min read
Nvidia Q1 revenue surged 85% year-over-year to $81.6 billion, driven by 92% data center growth. Gross margin expanded 14.2 points, EPS grew 131%, and free cash flow rose 86%. Q2 guidance implies 95% revenue growth. Risks include China market loss and U.S. energy constraints.
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