NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

Da ist er ja der richtige für

Nvidia's 70% Growth Forecast Is a Supply Ceiling. Demand Is Actually Stronger Than That. CEO Jensen Huang says "compute is revenue" as the chipmaker moves deeper into the AI stack. By Bryan White – Sep 2, 2026 at 10:18AM EST Nvidia delivered another impressive set of quarterly results last week, reporting that revenue grew by 106% to $96 billion. It was the fourth straight quarter of accelerating top-line growth, which is rare for a company with a revenue base this large. In the earnings release, CEO Jensen Huang declared that "compute is revenue" after arguing that AI had reached an "inflection point" by becoming productive. Data center revenue reached $89 billion, up 117%, as demand for its processors continued to outstrip the company's ability to supply them. Management forecast revenue growth of roughly 70% for fiscal 2028, noting that its production capacity was constrained by memory supply. "Our demand is much higher than that," Huang pointed out on the earnings call. CFO Colette Kress projected $1.3 trillion in capex from the top five hyperscalers next year and a cloud backlog of over $2 trillion. More than just a chipmaker The chipmaker is increasingly financing the AI build-out. With its customers' spending outpacing their cash generation, Nvidia is helping secure over $500 billion in capital from third parties. The company guarantees minimum revenue via take-or-pay contracts for part of the capacity, then earns from hardware sales and again from the rental upside. As the CFO put it on the call, "We get paid twice." Kress also acknowledged the obvious counterpoint, saying, "We know some will call this circular financing. We see it differently." This model is supported by physical infrastructure, with Nvidia securing 4.25 gigawatts of power at SB Energy's Ohio campus to host OpenAI's compute. The company continues to move up the stack with its Vera CPU in production and networking revenue hitting a new high. Sales of Vera Rubin, the next-generation CPU/GPU platform, are ramping up quickly and are expected to reach around 20% of data center revenue in the third quarter. Amazon Web Services alone will add 2 million additional GPUs through the first half of fiscal 2029. Each platform generation has improved the revenue Nvidia captures per gigawatt, from roughly $18 billion with Hopper to $25 billion with Blackwell and $40 billion with Vera Rubin. Custom silicon and the cost of money Nvidia's earnings report arrived the day after OpenAI published benchmarks for its custom Jalapeno chip, which topped Nvidia's Blackwell in efficiency. However, the comparison was against a chip using older HBM3E memory, not the HBM4 memory in Nvidia's new Rubin platform, which is already shipping. Developing it was a smart move by OpenAI, but, as with any new chip, reaching production at scale will be challenging and take time. A more immediate consideration is the cost of money, as the yield on the 30-year Treasury is above 5%. With Nvidia's financing model dependent on access to capital, rising long-term interest rates could tighten access for the labs and the neoclouds, while falling yields would loosen it.

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Neee. Wir wissen doch, dass du immer nur Quatsch erzählst.

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🤡🤡🤡

Schon geil wie der Idiot vor Börsenstart immer die falsche Voraussage macht.

Ihr lasst euch aber auch übel verarschen. Sehr köstlich 😍

Ne Idiotenfalle!

Und wie.👍🤡🤠

Das trifft auf dich zu 🤭😜😂

Heute 195€?

Bullenfalle

Viele werden das Happy End suchen - aber nie bzw. sehr spät finden.

Die Zinserhöhung ist nun quasi vom gelben Mann durchgedrückt worden. Öl zieht an und es wird auch noch so bleiben.