Noesion Radarnoesion.ai
Market2026-08-27

Nvidia's quarterly results beat expectations and the company forecast strong revenue growth for the fiscal year running from February 2027, sending its shares up sharply and lifting other chip stocks. Chief executive Jensen Huang said demand exceeds that forecast but that supply of finished product is limited. Custom chips being designed by large cloud providers and AI labs remain a competitive risk.

What changed

Nvidia's stock had fallen the day after earnings in each of the previous four quarters, and investors were nervous about AI capital spending.

  • shares up ~9%
  • ~$440bn added to market cap
  • 70% revenue growth forecast for FY2028
  • ACIE sales $40.3bn, up 138%

Sources

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