{"id":2113281,"date":"2026-08-26T20:50:41","date_gmt":"2026-08-26T17:50:41","guid":{"rendered":"https:\/\/analyse.optim.biz\/?p=2113281"},"modified":"2026-08-26T20:50:41","modified_gmt":"2026-08-26T17:50:41","slug":"nvidia-smashes-q2-forecasts-with-96-2bn-in-revenue-as-ai-hits-inflection-point","status":"publish","type":"post","link":"https:\/\/analyse.optim.biz\/?p=2113281","title":{"rendered":"Nvidia smashes Q2 forecasts with $96.2bn in revenue as AI hits &#8216;inflection point&#8217;"},"content":{"rendered":"<p>[analyse_image type=&#8221;featured&#8221; src=&#8221;https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/37\/1200x675_cmsv2_259cc852-16d1-5a1b-ab1f-a735f6f187b6-9890437.jpg&#8221;]<\/p>\n<article id=\"abe-2920856-pos1-c-latest-stories\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1 the-media-object--has-video\" data-nid=\"2920856\" data-cid=\"9890454\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920856-label-pos1-c-latest-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/54\/189x106_cmsv2_375103c9-af92-5209-bcde-5384cdb32dac-9890454.jpg\" loading=\"lazy\" alt=\"Revelers throw tomatoes at each other during the annual &quot;Tomatina&quot; tomato fight fiesta, in the village of Bunol near Valencia\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    No Comment<\/p>\n<div class=\"the-media-object__title  \">\n<p>    La Tomatina 2026: thousands turn Spanish town red in annual tomato fight\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2920855-pos2-c-latest-stories\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1\" data-nid=\"2920855\" data-cid=\"9890453\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920855-label-pos2-c-latest-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/53\/189x106_cmsv2_f8db13c9-ab38-5edb-a3d1-a2306563164a-9890453.jpg\" loading=\"lazy\" alt=\"Image shared by the US Capitol Police\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    USA<\/p>\n<div class=\"the-media-object__title  \">\n<p>    US police arrest driver transporting guillotine in truck in Washington\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2920831-pos3-c-latest-stories\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1\" data-nid=\"2920831\" data-cid=\"9890403\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920831-label-pos3-c-latest-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/01\/189x106_cmsv2_f4e6d0b4-ffbb-556c-9517-5316999cbeff-9890401.jpg\" loading=\"lazy\" alt=\"FILE: Rescuers carry the body of a victim four days after the earthquake that struck Pereira, Colombia, on 14 August 2026. (AP Photo\/Brandon Pinto)\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    World News<\/p>\n<div class=\"the-media-object__title  \">\n<p>    5.1-magnitude earthquake hits Colombia, forcing evacuations\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2920818-pos4-c-latest-stories\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1 the-media-object--has-video\" data-nid=\"2920818\" data-cid=\"9890327\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920818-label-pos4-c-latest-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/03\/27\/189x106_cmsv2_154aa67b-ab1f-5a96-a8ef-b75e75a10a3c-9890327.jpg\" loading=\"lazy\" alt=\"Mark Carney is Prime Minister of Canada since March 2025\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Europe News<\/p>\n<div class=\"the-media-object__title  \">\n<p>    Carney to address European Parliament as Canada pivots away from Trump\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2920856-pos1-c-latest-stories-sidebar\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--has-video\" data-nid=\"2920856\" data-cid=\"9890454\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920856-label-pos1-c-latest-stories-sidebar\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/54\/189x106_cmsv2_375103c9-af92-5209-bcde-5384cdb32dac-9890454.jpg\" loading=\"lazy\" alt=\"Revelers throw tomatoes at each other during the annual &quot;Tomatina&quot; tomato fight fiesta, in the village of Bunol near Valencia\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    No Comment<\/p>\n<div class=\"the-media-object__title  \">\n<p>    La Tomatina 2026: thousands turn Spanish town red in annual tomato fight\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2920855-pos2-c-latest-stories-sidebar\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2\" data-nid=\"2920855\" data-cid=\"9890453\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920855-label-pos2-c-latest-stories-sidebar\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/53\/189x106_cmsv2_f8db13c9-ab38-5edb-a3d1-a2306563164a-9890453.jpg\" loading=\"lazy\" alt=\"Image shared by the US Capitol Police\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    USA<\/p>\n<div class=\"the-media-object__title  \">\n<p>    US police arrest driver transporting guillotine in truck in Washington\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2920831-pos3-c-latest-stories-sidebar\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2\" data-nid=\"2920831\" data-cid=\"9890403\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920831-label-pos3-c-latest-stories-sidebar\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/01\/189x106_cmsv2_f4e6d0b4-ffbb-556c-9517-5316999cbeff-9890401.jpg\" loading=\"lazy\" alt=\"FILE: Rescuers carry the body of a victim four days after the earthquake that struck Pereira, Colombia, on 14 August 2026. (AP Photo\/Brandon Pinto)\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    World News<\/p>\n<div class=\"the-media-object__title  \">\n<p>    5.1-magnitude earthquake hits Colombia, forcing evacuations\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article id=\"abe-2920818-pos4-c-latest-stories-sidebar\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--has-video\" data-nid=\"2920818\" data-cid=\"9890327\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920818-label-pos4-c-latest-stories-sidebar\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/03\/27\/189x106_cmsv2_154aa67b-ab1f-5a96-a8ef-b75e75a10a3c-9890327.jpg\" loading=\"lazy\" alt=\"Mark Carney is Prime Minister of Canada since March 2025\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Europe News<\/p>\n<div class=\"the-media-object__title  \">\n<p>    Carney to address European Parliament as Canada pivots away from Trump\n  <\/p><\/div>\n<\/div>\n<\/article>\n<article class=\"helper-site-row o-article-newsy\">\n<div class=\"helper-site-container o-article-newsy__container\">\n<div class=\"o-article-newsy__main\">\n<header class=\"h-grid o-article-newsy__main__header\">\n<nav aria-label=\"Breadcrumbs\" class=\"c-article-breadcrumbs\">\n<div id=\"adb-article-breadcrumb\" class=\"c-article-breadcrumbs__list\">\n<p>                          Business<\/p>\n<p>                          Markets<\/p><\/div>\n<\/nav>\n<h1 class=\"c-article-redesign-title\">\n                            Nvidia smashes Q2 forecasts with $96.2bn in revenue as AI hits &#8216;inflection point&#8217;<\/h1>\n<div class=\"c-article-image-video u-position-relative \">\n<div class=\"js-superdiv u-aspect-ratio-16x9 u-position-relative \" data-controller=\"video-player\" data-sponsored=\"Partner content\"><img fetchpriority=\"high\" decoding=\"async\" class=\"js-poster-img c-article-media__img\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/37\/1536x864_cmsv2_259cc852-16d1-5a1b-ab1f-a735f6f187b6-9890437.jpg\" width=\"1536\" height=\"864\" loading=\"eager\" alt=\"FILE - CEO Jensen Huang talks during the keynote address of Nvidia GTC Tuesday, March 18, 2025, in San Jose, Calif. (AP Photo\/Nic Coury)\"><\/div>\n<div class=\"c-article-caption u-position-absolute\"><i id=\"article-caption-content\" class=\"c-article-caption__content\"><span class=\"c-article-caption__text\"><br \/>\n              FILE &#8211; CEO Jensen Huang talks during the keynote address of Nvidia GTC Tuesday, March 18, 2025, in San Jose, Calif. (AP Photo\/Nic Coury)<br \/>\n                    <span class=\"u-color-white\">&#8211;\u00a0<\/span><span class=\"c-article-caption__copyright\">Copyright\u00a0<\/span><span class=\"c-article-caption__credit\">Copyright 2025 The Associated Press. All rights reserved<\/span><\/span><\/i><\/div>\n<div class=\"c-article-image-copyright c-article-image-copyright--novideo\">\n      Copyright\u00a0Copyright 2025 The Associated Press. All rights reserved\n  <\/div>\n<\/div>\n<\/header>\n<div class=\"h-grid o-article-newsy__main__body u-article-content\">\n<div class=\"o-article-newsy__contributors-publication-date\">\n<div class=\"c-article-contributors\">\n  By&amp;nbspUna Hajdari\n<\/div>\n<div class=\"c-article-publication-date\" data-timestamp=\"1787777441\">\n                    Published on                 <time datetime=\"2026-08-26 22:50:41 +02:00\">26\/08\/2026 &#8211; 22:50 GMT+2<\/time><span class=\"c-article-publication-date__bullet\">\u2022<\/span>Updated<br \/>\n                                     <time datetime=\"23:04\">23:04<\/time><\/div>\n<\/div>\n<div class=\"c-article-share-comment u-align-items-center u-display-flex\"><span class=\"c-article-share-comment__links u-align-items-center u-display-flex u-justify-content-center js-c-article-share-comment-share\"><span class=\"c-article-share-comment__label\">Share<\/span><\/span><span class=\"c-article-share-comment__label\">Comments<\/span><span 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class=\"u-display-flex u-gap-1 u-show-for-mobile-only\"><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-threads.svg\" width=\"24\" height=\"24\" alt=\"threads\" loading=\"lazy\"><span>Threads<\/span><\/span><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-threads.svg\" width=\"48\" height=\"48\" alt=\"threads\" class=\"u-show-for-desktop\" loading=\"lazy\"><span class=\"u-display-flex u-gap-1 u-show-for-mobile-only\"><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-whatsapp.svg\" width=\"24\" height=\"24\" alt=\"whatsapp\" loading=\"lazy\"><span>Whatsapp<\/span><\/span><img decoding=\"async\" src=\"https:\/\/static.euronews.com\/website\/images\/vector\/social-icons\/article-redesign-whatsapp.svg\" width=\"48\" height=\"48\" alt=\"whatsapp\" class=\"u-show-for-desktop\" loading=\"lazy\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 class=\"c-article-summary\">\n        The chipmaker&#8217;s data centre revenue surged 117% to $89 billion as it guided next quarter revenue to $108 billion, both above Wall Street expectations, without counting sales to China.<br \/>\n    <\/h2>\n<div class=\"c-article-content c-article-content--business js-article-content\">\n<p>Nvidia posted quarterly revenue of $96.2 billion (\u20ac82.4bn) on Wednesday, comfortably beating the $92.2 billion (\u20ac79bn) Wall Street had expected, as chief executive Jensen Huang declared that artificial intelligence had reached &#8220;its inflection point&#8221; and guided next quarter revenue to $108 billion (\u20ac92.5bn) \u2014 again, above forecasts.<\/p>\n<div>\n<div class=\"c-ad u-show-for-mobile-only\">\n<div class=\"c-ad__placeholder\"><img decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt loading=\"lazy\"><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<div class=\"c-ad u-show-for-desktop\">\n<div class=\"c-ad__placeholder\"><img decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt loading=\"lazy\"><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<\/div>\n<p>&#8220;AI has reached its inflection point,&#8221; Huang said in a statement. &#8220;It&#8217;s doing useful work. Its tokens are productive and profitable. Now, compute is revenue, and demand is accelerating.&#8221;<\/p>\n<p>Shares fell 1.8% in after-hours trading shortly after the release. The stock had already ended the regular session 1.6% lower.<\/p>\n<p>Days on which Nvidia reports its quarterly results have an outsized importance for the world&#8217;s most valuable company. <\/p>\n<p>At a market capitalisation north of $5 trillion (\u20ac4.3tn) it is the most valuable company in the world, worth more than the GDP of Japan, the fourth largest economy in the world.<\/p>\n<p>Yet there is a strange rite that plays out each quarter: Nvidia beats expectations, and the stock falls anyway. It happened after the first-quarter beat this year, when shares slid close to 5% in the days that followed. <\/p>\n<p>The pattern has left a dynamic where the company needs to significantly outperform an already-bullish consensus, or provide a stronger-than-expected outlook, to move the share price higher.<\/p>\n<h2>The concentration problem<\/h2>\n<p>The main concern around Nvidia is not whether it can grow; it is more of a question of who it is growing for.<\/p>\n<p>The firm still draws the bulk of its revenue from Amazon, Google and Microsoft, each of which is now designing its own chips to reduce reliance on the company. The new disclosure will show precisely how large that dependence remains.<\/p>\n<p>Chief Executive Jensen Huang&#8217;s commentary on demand into 2027 therefore carries more weight than any single figure. The question has grown sharper since July, when markets fell on doubts about whether vast AI investments will ever generate proportionate returns.<\/p>\n<p>Nvidia&#8217;s answer has been to help finance the buildout itself. This month alone it assembled a $500bn (\u20ac428bn) capital pool with six Wall Street asset managers for data centre projects, and separately committed up to $105bn (\u20ac90bn) to back an OpenAI data centre in Pike County, Ohio, with an initial capacity of 4.25 gigawatts and an option for a further 3.75. <\/p>\n<div class=\"c-widget-related\" data-stories-id data-event=\"widget_related\">\n<div class=\"c-widget-related__title\"><b class=\"c-widget-related__title__text\" lang=\"en\">Related<\/b><\/div>\n<ul class=\"c-widget-related__list\">\n<li class=\"c-widget-related__item\">Warsh&#8217;s first Jackson Hole: Bond yields, a Treasury rescue and sticky inflation<\/li>\n<li class=\"c-widget-related__item\">What Nvidia&#8217;s $500 billion Wall Street deal signals about the AI boom<\/li>\n<\/ul>\n<\/div>\n<h2>The China wildcard<\/h2>\n<p>Export policy to China has been one of the most volatile threads in Nvidia&#8217;s recent history and is likely to feature heavily on the earnings call.<\/p>\n<p>Washington barred sales of the China-specific H20 chip in April 2025, reversed course, and Nvidia has since received approval to ship the more capable H200 chip to vetted Chinese customers. <\/p>\n<p>Reports have surfaced of large allocations to ByteDance and Tencent, though Beijing has been encouraging domestic firms to limit their purchases and prioritise homegrown alternatives.<\/p>\n<h2>Vera Rubin and the road ahead<\/h2>\n<p>Nvidia&#8217;s current growth is being driven by its Blackwell chips, the generation of processors powering most AI data centres today. Their successor, known as Vera Rubin, is expected to begin shipping in the second half of the year.<\/p>\n<p>Nvidia has a tradition of naming its chip architectures after scientists and past generations include Ampere, named after physicist Andr\u00e9-Marie Amp\u00e8re; Hopper, named after computer scientist Grace Hopper; and the current Blackwell chip named after mathematician David Blackwell.<\/p>\n<p>Vera Rubin continues that pattern. She was an American astronomer whose observations of how galaxies rotate provided some of the strongest early evidence for the existence of dark matter, the invisible mass thought to make up much of the universe. She died in 2016 and is widely seen as someone who was overlooked for a Nobel Prize during her lifetime.<\/p>\n<p>The company has pointed to an order backlog it says is worth around $1 trillion (\u20ac857bn) across 2026 and 2027, though that figure comes from company commentary rather than independently verified financial disclosure.<\/p>\n<h2>A week stacked with catalysts<\/h2>\n<p>Wednesday&#8217;s data offered no relief on inflation. <\/p>\n<p>The personal consumption expenditures index, the Federal Reserve&#8217;s preferred gauge, rose 0.2% in July against expectations of 0.1%, leaving the annual rate at 3.7% rather than easing to the 3.6% forecast. Core prices held at 3.3% over the year, above the Fed&#8217;s 2% target for a 65th consecutive month.<\/p>\n<p>The Federal Open Market Committee held rates at 3.50% to 3.75% in July, with three regional Fed presidents dissenting in favour of a quarter-point increase. <\/p>\n<p>Markets currently put the probability of a September hike at around 40%.<\/p>\n<p>Attention now shifts to Jackson Hole, where Fed Chair Kevin Warsh delivers his keynote on Friday morning, his first since taking office in May, 19 days before the next rate decision. The ECB&#8217;s Isabel Schnabel joins a panel the same afternoon.<\/p>\n<p>US stock markets drifted through a quiet session on Wednesday after data showed inflation last month was a touch higher than economists had expected. <\/p>\n<p>The S&amp;P 500 edged down less than 0.1% and remains near the all-time high it set earlier this month. The Dow Jones Industrial Average dipped 0.2% and the Nasdaq composite slipped 0.1%. <\/p>\n<p>Treasury yields ticked higher after the inflation update, which has traders still largely betting the Federal Reserve will raise the federal funds rate before the end of this year. Oil prices fell after another volatile session.<\/p>\n<\/div>\n<p>                                  Go to accessibility shortcuts<\/p>\n<div class=\"c-article-share-comment u-align-items-center u-display-flex\"><span class=\"c-article-share-comment__links u-align-items-center u-display-flex u-justify-content-center js-c-article-share-comment-share\"><span class=\"c-article-share-comment__label\">Share<\/span><\/span><span class=\"c-article-share-comment__label\">Comments<\/span><span class=\"c-article-share-comment__label c-article-share-comment__label--always\">Add Euronews on Google<\/span><\/div>\n<div id=\"adb-article-you-might-also-like\" class=\"perf-cv-auto c-article-you-might-also-like\">\n<h2 class=\"c-article-you-might-also-like__title\">\n        Read more<br \/>\n      <\/h2>\n<div class=\"c-article-you-might-also-like__container\">\n<article id=\"abe-2920621-pos0-c-article-you-might-also-like__item\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1\" data-nid=\"2920621\" data-cid=\"9889065\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920621-label-pos0-c-article-you-might-also-like__item\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/79\/71\/84\/480x270_cmsv2_cd63eae8-784d-5400-b338-83f9ba3b8a81-9797184.jpg\" loading=\"lazy\" alt=\"FILE - Dario Amodei, CEO and co-founder of Anthropic, attends the annual meeting of the World Economic Forum in Davos, Switzerland, 23 Jan. 2025. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Markets<\/p>\n<h3 class=\"the-media-object__title  \">\n<p>    Anthropic IPO: Five things to know before its Wall Street debut<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2919413-pos1-c-article-you-might-also-like__item\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1\" data-nid=\"2919413\" data-cid=\"9883574\" data-part-label=\"Partner content\">\n<figure id=\"abe-2919413-label-pos1-c-article-you-might-also-like__item\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/78\/45\/56\/480x270_cmsv2_594df218-ceab-5aad-9a7d-03a3371e83c9-9784556.jpg\" loading=\"lazy\" alt=\"FILE. A man uses a Bitcoin ATM in Hong Kong, Jan. 2018\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Markets<\/p>\n<h3 class=\"the-media-object__title  \">\n<p>    Bitcoin surges over 25% on short squeeze and crypto optimism<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2919071-pos2-c-article-you-might-also-like__item\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1\" data-nid=\"2919071\" data-cid=\"9881622\" data-part-label=\"Partner content\">\n<figure id=\"abe-2919071-label-pos2-c-article-you-might-also-like__item\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/16\/22\/480x270_cmsv2_bdef2457-0599-5a68-b605-afc44f4f75df-9881622.jpg\" loading=\"lazy\" alt=\"File - A roller coaster is pictured near the European Central Bank in Frankfurt, Germany, Wednesday, 10 April 2024. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Markets<\/p>\n<h3 class=\"the-media-object__title  \">\n<p>    How rising bond yields could affect European households<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<div class=\"perf-cv-auto\">\n<ul id=\"adb-article-tags\" class=\"c-tags-list\">\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  Nvidia<br \/>\n<\/section>\n<\/li>\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  Artificial intelligence<br \/>\n<\/section>\n<\/li>\n<li class=\"c-tags-list__item\">\n<section class=\"tc-cta\" data-twig-component=\"Cta-default\">\n  Jensen Huang<br \/>\n<\/section>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<aside class=\"o-article-newsy__aside\">\n<div class=\"c-ad-wrapper o-article-newsy__aside__content-1\" data-ad-name=\"adzone-halfpage\">\n<div class=\"c-ad c-ad-halfpage u-show-for-desktop\">\n<div class=\"c-ad__placeholder\"><img loading=\"lazy\" decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<div class=\"c-ad u-show-for-mobile-only\">\n<div class=\"c-ad__placeholder\"><img loading=\"lazy\" decoding=\"async\" class=\"c-ad__placeholder__logo\" src=\"https:\/\/static.euronews.com\/website\/images\/logos\/logo-euronews-stacked-outlined-72x72-grey-9.svg\" width=\"72\" height=\"72\" alt><span>ADVERTISEMENT<\/span><\/div>\n<\/div>\n<\/div>\n<div id=\"adb-article-top-stories\" class=\"perf-cv-auto c-top-stories\">\n<h2 class=\"c-top-stories__title\">Top stories<\/h2>\n<div class=\"c-top-stories__item\">\n<article id=\"abe-2920494-pos2-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920494\" data-cid=\"9888465\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920494-label-pos2-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/84\/65\/320x180_cmsv2_b43bd7f7-f9e7-5aba-8d11-5a7a310c8060-9888465.jpg\" loading=\"lazy\" alt=\"Federal Reserve Board Chairman Kevin Warsh speaks during a news conference at the Federal Reserve in Washington, Wednesday, July 29, 2026. (AP Photo\/Mark Schiefelbein)\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Warsh faces yields, a Treasury rescue and inflation at Jackson Hole<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"c-top-stories__item\">\n<article id=\"abe-2920663-pos3-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920663\" data-cid=\"9889326\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920663-label-pos3-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/93\/26\/320x180_cmsv2_900ddd9b-02e4-51f0-a05c-ed29855e99c4-9889326.jpg\" loading=\"lazy\" alt=\"File - Wind turbines are seen as the sun rises over the northern Dutch port of Eemshaven, Netherlands, Monday 21 Jan., 2019. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Netherlands may not have enough gas for a harsh winter, Gasunie warns<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"c-top-stories__item\">\n<article id=\"abe-2920621-pos4-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920621\" data-cid=\"9889065\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920621-label-pos4-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/79\/71\/84\/320x180_cmsv2_cd63eae8-784d-5400-b338-83f9ba3b8a81-9797184.jpg\" loading=\"lazy\" alt=\"FILE - Dario Amodei, CEO and co-founder of Anthropic, attends the annual meeting of the World Economic Forum in Davos, Switzerland, 23 Jan. 2025. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Anthropic IPO: Five things to know before its Wall Street debut<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<\/div>\n<div class=\"c-top-stories__item\">\n<article id=\"abe-2920452-pos5-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920452\" data-cid=\"9888239\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920452-label-pos5-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/82\/39\/320x180_cmsv2_7da615d9-ccc9-536c-a248-ae1f91c6d72e-9888239.jpg\" loading=\"lazy\" alt=\"File - Wind turbines turn beside BP\u2019s Scholven refinery in Gelsenkirchen, Germany, on 22 October 2022. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Europe\u2019s gas prices are surging. 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A man uses a Bitcoin ATM in Hong Kong, Jan. 2018\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Markets<\/p>\n<h3 class=\"the-media-object__title  \">\n<p>    Bitcoin surges over 25% on short squeeze and crypto optimism<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2919071-pos2-c-article-you-might-also-like__item\" class=\"the-media-object m-modeMobile-1 m-modeDesktop-1 m-modeXL-1\" data-nid=\"2919071\" data-cid=\"9881622\" data-part-label=\"Partner content\">\n<figure id=\"abe-2919071-label-pos2-c-article-you-might-also-like__item\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/16\/22\/480x270_cmsv2_bdef2457-0599-5a68-b605-afc44f4f75df-9881622.jpg\" loading=\"lazy\" alt=\"File - A roller coaster is pictured near the European Central Bank in Frankfurt, Germany, Wednesday, 10 April 2024. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n                    Markets<\/p>\n<h3 class=\"the-media-object__title  \">\n<p>    How rising bond yields could affect European households<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920494-pos2-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920494\" data-cid=\"9888465\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920494-label-pos2-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/84\/65\/320x180_cmsv2_b43bd7f7-f9e7-5aba-8d11-5a7a310c8060-9888465.jpg\" loading=\"lazy\" alt=\"Federal Reserve Board Chairman Kevin Warsh speaks during a news conference at the Federal Reserve in Washington, Wednesday, July 29, 2026. (AP Photo\/Mark Schiefelbein)\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Warsh faces yields, a Treasury rescue and inflation at Jackson Hole<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920663-pos3-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920663\" data-cid=\"9889326\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920663-label-pos3-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/93\/26\/320x180_cmsv2_900ddd9b-02e4-51f0-a05c-ed29855e99c4-9889326.jpg\" loading=\"lazy\" alt=\"File - Wind turbines are seen as the sun rises over the northern Dutch port of Eemshaven, Netherlands, Monday 21 Jan., 2019. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Netherlands may not have enough gas for a harsh winter, Gasunie warns<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920621-pos4-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920621\" data-cid=\"9889065\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920621-label-pos4-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/79\/71\/84\/320x180_cmsv2_cd63eae8-784d-5400-b338-83f9ba3b8a81-9797184.jpg\" loading=\"lazy\" alt=\"FILE - Dario Amodei, CEO and co-founder of Anthropic, attends the annual meeting of the World Economic Forum in Davos, Switzerland, 23 Jan. 2025. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Anthropic IPO: Five things to know before its Wall Street debut<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920452-pos5-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920452\" data-cid=\"9888239\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920452-label-pos5-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/82\/39\/320x180_cmsv2_7da615d9-ccc9-536c-a248-ae1f91c6d72e-9888239.jpg\" loading=\"lazy\" alt=\"File - Wind turbines turn beside BP\u2019s Scholven refinery in Gelsenkirchen, Germany, on 22 October 2022. \" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Europe\u2019s gas prices are surging. Who will be the first to pay more?<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920624-pos6-top-stories\" class=\"the-media-object m-modeMobile-2 m-modeDesktop-2 m-modeXL-2 the-media-object--no-label\" data-nid=\"2920624\" data-cid=\"9889737\" data-part-label=\"Partner content\">\n<figure id=\"abe-2920624-label-pos6-top-stories\" class=\"the-media-object__figure\"><img decoding=\"async\" class=\"the-media-object__image\" src=\"https:\/\/images.euronews.com\/articles\/stories\/09\/88\/90\/90\/320x180_cmsv2_1058657f-88a6-503d-835f-ce40a76075cc-9889090.jpg\" loading=\"lazy\" alt=\"A Waymo vehicle in San Bruno, California, 30 September 2025\" height=\"9\" width=\"16\"><\/figure>\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    After Uber, Waymo to launch the EU&#8217;s first robotaxis in Munich<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920353-pos1-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--has-related the-media-object--no-label\" data-nid=\"2920353\" data-cid=\"9887957\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Luxottica founder&#8217;s son resigns, says company has lost its soul<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920452-pos2-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2920452\" data-cid=\"9888239\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Europe\u2019s gas prices are surging. Who will be the first to pay more?<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920630-pos3-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--has-related the-media-object--no-label\" data-nid=\"2920630\" data-cid=\"9889109\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Nvidia earnings preview: The report the entire market is waiting on<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2920621-pos4-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--no-label\" data-nid=\"2920621\" data-cid=\"9889065\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Anthropic IPO: Five things to know before its Wall Street debut<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<article id=\"abe-2918934-pos5-mostViewed\" class=\"the-media-object m-modeMobile-3 m-modeDesktop-3 m-modeXL-3 the-media-object--has-related the-media-object--no-label\" data-nid=\"2918934\" data-cid=\"9885808\" data-part-label=\"Partner content\">\n<div class=\"the-media-object__content\">\n<h3 class=\"the-media-object__title  \">\n<p>    Spanish workers spend the equivalent of 231 days paying taxes, study says<br \/>\n  <\/h3>\n<\/div>\n<\/article>\n<div class=\"articleBody\" data-key=\"articleBody\">Nvidia posted quarterly revenue of $96.2 billion (\u20ac82.4bn) on Wednesday, comfortably beating the $92.2 billion (\u20ac79bn) Wall Street had expected, as chief executive Jensen Huang declared that artificial intelligence had reached &#8220;its inflection point&#8221; and guided next quarter revenue to $108 billion (\u20ac92.5bn) \u2014 again, above forecasts.&#8221;AI has reached its inflection point,&#8221; Huang said in a statement. &#8220;It&#8217;s doing useful work. Its tokens are productive and profitable. Now, compute is revenue, and demand is accelerating.&#8221;Shares fell 1.8% in after-hours trading shortly after the release. The stock had already ended the regular session 1.6% lower.Days on which Nvidia reports its quarterly results have an outsized importance for the world&#8217;s most valuable company.At a market capitalisation north of $5 trillion (\u20ac4.3tn) it is the most valuable company in the world, worth more than the GDP of Japan, the fourth largest economy in the world.Yet there is a strange rite that plays out each quarter: Nvidia beats expectations, and the stock falls anyway. It happened after the first-quarter beat this year, when shares slid close to 5% in the days that followed.The pattern has left a dynamic where the company needs to significantly outperform an already-bullish consensus, or provide a stronger-than-expected outlook, to move the share price higher.The concentration problemThe main concern around Nvidia is not whether it can grow; it is more of a question of who it is growing for.The firm still draws the bulk of its revenue from Amazon, Google and Microsoft, each of which is now designing its own chips to reduce reliance on the company. The new disclosure will show precisely how large that dependence remains.Chief Executive Jensen Huang&#8217;s commentary on demand into 2027 therefore carries more weight than any single figure. The question has grown sharper since July, when markets fell on doubts about whether vast AI investments will ever generate proportionate returns.Nvidia&#8217;s answer has been to help finance the buildout itself. This month alone it assembled a $500bn (\u20ac428bn) capital pool with six Wall Street asset managers for data centre projects, and separately committed up to $105bn (\u20ac90bn) to back an OpenAI data centre in Pike County, Ohio, with an initial capacity of 4.25 gigawatts and an option for a further 3.75.The China wildcardExport policy to China has been one of the most volatile threads in Nvidia&#8217;s recent history and is likely to feature heavily on the earnings call.Washington barred sales of the China-specific H20 chip in April 2025, reversed course, and Nvidia has since received approval to ship the more capable H200 chip to vetted Chinese customers.Reports have surfaced of large allocations to ByteDance and Tencent, though Beijing has been encouraging domestic firms to limit their purchases and prioritise homegrown alternatives.Vera Rubin and the road aheadNvidia&#8217;s current growth is being driven by its Blackwell chips, the generation of processors powering most AI data centres today. Their successor, known as Vera Rubin, is expected to begin shipping in the second half of the year.Nvidia has a tradition of naming its chip architectures after scientists and past generations include Ampere, named after physicist Andr\u00e9-Marie Amp\u00e8re; Hopper, named after computer scientist Grace Hopper; and the current Blackwell chip named after mathematician David Blackwell.Vera Rubin continues that pattern. She was an American astronomer whose observations of how galaxies rotate provided some of the strongest early evidence for the existence of dark matter, the invisible mass thought to make up much of the universe. She died in 2016 and is widely seen as someone who was overlooked for a Nobel Prize during her lifetime.The company has pointed to an order backlog it says is worth around $1 trillion (\u20ac857bn) across 2026 and 2027, though that figure comes from company commentary rather than independently verified financial disclosure.A week stacked with catalystsWednesday&#8217;s data offered no relief on inflation.The personal consumption expenditures index, the Federal Reserve&#8217;s preferred gauge, rose 0.2% in July against expectations of 0.1%, leaving the annual rate at 3.7% rather than easing to the 3.6% forecast. Core prices held at 3.3% over the year, above the Fed&#8217;s 2% target for a 65th consecutive month.The Federal Open Market Committee held rates at 3.50% to 3.75% in July, with three regional Fed presidents dissenting in favour of a quarter-point increase.Markets currently put the probability of a September hike at around 40%.Attention now shifts to Jackson Hole, where Fed Chair Kevin Warsh delivers his keynote on Friday morning, his first since taking office in May, 19 days before the next rate decision. The ECB&#8217;s Isabel Schnabel joins a panel the same afternoon.US stock markets drifted through a quiet session on Wednesday after data showed inflation last month was a touch higher than economists had expected.The S&amp;P 500 edged down less than 0.1% and remains near the all-time high it set earlier this month. The Dow Jones Industrial Average dipped 0.2% and the Nasdaq composite slipped 0.1%.Treasury yields ticked higher after the inflation update, which has traders still largely betting the Federal Reserve will raise the federal funds rate before the end of this year. Oil prices fell after another volatile session.<\/div>\n<p>[analyse_source url=&#8221;https:\/\/www.euronews.com\/business\/2026\/08\/26\/nvidia-smashes-q2-forecasts-with-962bn-in-revenue-as-ai-hits-inflection-point&#8221;]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[analyse_image type=&#8221;featured&#8221; src=&#8221;https:\/\/images.euronews.com\/articles\/stories\/09\/89\/04\/37\/1200x675_cmsv2_259cc852-16d1-5a1b-ab1f-a735f6f187b6-9890437.jpg&#8221;] No Comment La Tomatina 2026: thousands turn Spanish town red in annual tomato fight USA US police arrest driver transporting guillotine in truck in Washington World News 5.1-magnitude earthquake hits Colombia, forcing evacuations Europe News Carney to address European Parliament as Canada pivots away from Trump No Comment La Tomatina 2026: thousands [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[90],"tags":[226,36],"class_list":["post-2113281","post","type-post","status-publish","format-standard","hentry","category-international","tag-crawlmanager","tag-euronews-com"],"_links":{"self":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2113281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2113281"}],"version-history":[{"count":0,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2113281\/revisions"}],"wp:attachment":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2113281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2113281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2113281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}