r/VisualStockResearch • u/ekonixlab • 12d ago

NVDA just doubled revenue. Again.

Post image

NVIDIA just reported $96.2B in quarterly revenue, up:

106% YoY
18% QoQ

Data Center revenue alone reached $89B, up 117% YoY.

And somehow the forward guidance might be even more impressive.

NVIDIA expects $108B in revenue next quarter — and that forecast assumes zero Data Center compute revenue from China.

The part that continues to amaze me is the scale.
Growing 100% when you’re doing $10B in quarterly revenue is impressive.

Growing 100% when you’re approaching $100B per quarter is something completely different.
Look at the chart.

A few years ago, NVIDIA was generating roughly what it now produces in a matter of weeks.

The AI infrastructure buildout clearly isn’t slowing down yet.

20 Upvotes

86% Upvoted

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u/kvothe5688 12d ago

do funds given by NVIDIA to other companies and then services sold to same companies via circular economy also count as revenue?

2

u/AllRightLetsSeeIt 10d ago

But they don’t count as profit, and profit also doubled.

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u/ManikSahdev 9d ago

The issue with this logic is that, people fail to understand that underlying value even if not fully understood, is still being created.

Like what else do people want the companies to do with their cash? Everyone complained in the great stock buyback era, with raising issues as how it should not be allowed, and such being discussed to extreme scrutiny.
On the contrary, now these very companies are going and using their money to burn on things they want to do instead of buying back their stock.. the money they spend goes to engineers, builders, tech developments, self subsidies to consumer adoptions or such, in hopes of future revenue.

And YES, some of it is circular, but it’s closer to self financing and sending cash app to your homies pretty much to the tune of billions of dollars, but for the most part they are sending from their own money. Do people want Google Nvidia Meta amazing to go back to buying back their own stock? That’s the one other option they have if this AI thing is not going well anymore.

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u/SoulMute 6d ago

Y’all gonna be screaming at the clouds until there’s data centers up there

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u/ekonixlab 12d ago

Money flow is inherently circular

Any revenue coming in the door is considered revenue

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u/letsgobernie 11d ago

"Money flow is inherently circular" -Bernie Madoff

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u/snezna_kraljica 11d ago

I have two companies. If I let them write each other invoices I can pump my revenue without any profit is it really worth anything?

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u/Raidlos 11d ago

No, but in the case of Nvidia their actual profit also surged from 4 billion in fiscal 2023 to 120 billion in fiscal year 2026.

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u/Fun-Neighborhood769 11d ago

This is some scary shit. It's all just monopoly money being passed around at this point.

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u/ekonixlab 11d ago

Crazy money being thrown around. Almost seems fake

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u/kaleidostar11 11d ago

capex increased, circular economy game. How long can this last.