Nvidia bate previsiones tras disparar sus ingresos un 106%

Nvidia has exceeded analysts' forecasts for the second quarter by a significant margin, with revenue growing by 105.85% to $96.221 billion. The company's earnings per share reached $2.22, surpassing the expected $2.10. Nvidia's data center division contributed $89.023 billion, marking a 117% increase from the same period last year.

CEO Jensen Huang attributes the company's success to the inflection point of artificial intelligence, which is now generating revenue and proving productive. Nvidia's stock rose by 4% in the after-hours market, despite some analysts warning that a decline could occur if the results did not exceed expectations dramatically. Over the course of the year, Nvidia's shares have risen by 12.4% on the stock market.

For the third quarter, the company anticipates revenue of $108 billion, slightly lower than the $110 billion forecast by the most optimistic analysts. AI has reached its inflection point and is now producing revenue, according to Huang. Nvidia's new platform, Vera Rubin, is already in production and designed to drive this growth.

The company operates in a competitive environment, facing rivals like AMD and Alphabet, which offer alternatives to reduce client dependence on Nvidia's products. Nvidia has also had to raise prices to offset the rising costs of memory chips, with some clients informed about a potential server cost increase of over 15%.