{
  "id": 3703445,
  "title": "Nvidia proyecta que sus ventas crecerán un 70% el próximo año",
  "url": "https://urgent.news/2026/08/27/nvidia-proyecta-que-sus-ventas-creceran-un-70-el-proximo-ano",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-27T08:11:52.000Z",
  "source": {
    "name": "Expansion ES",
    "slug": "expansion-es",
    "url": "https://www.expansion.com/economia/financial-times/2026/08/27/6a8fefdfe5fdea526a8b4578.html"
  },
  "original_language": "es",
  "account": "Nvidia anticipa that its sales will grow by 70% next year. The chip giant claims that financing agreements with customers are excellent investments with limited risk. Nvidia raised its forecast for AI chip sales for the next year, as the $5 trillion technology giant tries to overcome criticism that its set of investments and financing agreements with customers resemble risky circular financing. The world's most valuable company reported $96.2 billion in revenue for the quarter ending in July and projected about $108 billion for the current quarter, surpassing Wall Street's expectations. Financial director Colette Kress said Nvidia expects the strong growth to continue and predicted a 70% increase in sales next year. She added that customer demand would double, but revenue would be limited by supply constraints. The predictions, along with the announcement that Amazon Web Services agreed to begin deploying 2 million more of Nvidia's latest GPUs this quarter, drove the company's shares up more than 4% after the close. The robust earnings report comes as the semiconductor group faces increased scrutiny from investors over how it has deployed its cash pile to help clients finance the construction of AI infrastructure. This month, Nvidia agreed to provide partial guarantees to a Wall Street investor consortium that would provide $500 billion in chip financing for its customers and signed a backstop of over $100 billion for OpenAI's data center in Ohio. Kress explained to analysts on Wednesday that these investments will be excellent with limited risks due to strong demand for processing capacity. Before Wednesday's earnings presentation, Morgan Stanley analysts demanded transparency around these agreements, which critics say amount to Nvidia pumping up demand for its products and leaving it exposed if AI use doesn't meet expectations, potentially causing an oversupply of its hardware. The chip group is a major investor in OpenAI and Anthropic, and Kress said the AI labs' demand, which Nvidia is backing with its financial strength, would represent about a quarter of its business next year. Nvidia's financial performance has become an indicator of the health of the AI infrastructure boom, as its advanced semiconductors are widely used to train and run models. Nvidia's data center revenue, related to its main chip business, hit $89 billion last quarter, up 117% year-over-year. CEO Jensen Huang highlighted the growing number of companies, besides OpenAI, contributing to the demand for AI infrastructure. He said a few cloud service providers from big tech, like Amazon and Google, now represent about half of Nvidia's revenue, and the $1 billion investment from these giants has driven much of its recent success. Huang defended using Nvidia's general balance to help clients cover more hardware costs, saying this generation of AI and data center actors will be some of the biggest technology companies in history. The semiconductor group also warned of a margin reduction as intense data center demand is causing a memory chip shortage across the industry. Gross margin was 75% in the quarter, but Nvidia expects it to fall to 71% at the start of next year before improving. The company said on Wednesday that its commitments to suppliers rose to $279 billion, up from $119 billion in the prior quarter, mainly due to large, multi-quarter memory memory purchases. Nvidia also reported that extended payment terms on large, multi-quarter contracts with certain investment clients caused a rise in sales pending and accounts receivable, which jumped to $63.1 billion from $40.7 billion a quarter earlier. Net income rose to $59.7 billion, boosted by unrealized gains on its stock investments, including its SpaceX stake, which went public in June. Nvidia remains largely excluded from the Chinese market due to strict U.S. export controls and Beijing's retaliation against its products. The company said less than 1% of its revenue from previous-generation Hopper chips, authorized for sale in that country per U.S. export regulations, came from shipments to China.",
  "summary": "El gigante de los chips afirma que los acuerdos de financiación con clientes son inversiones \"excelentes\" con un riesgo \"limitado\". Leer",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}