By Yuvraj Malik
Publication Date: 2026-08-27 05:48:00
Analysts largely see the results as evidence that AI demand remains strong, though some flagged valuation and profitability risks.
Rising memory costs are set to pressure margins before Nvidia’s planned price increases take effect.
Retail traders turned ‘extremely bullish’, with Nvidia emerging as the top trending ticker on Stocktwits.
Nvidia Corp. CEO Jensen Huang is the man of the hour. The AI chipmaker delivered another record quarter and forecast sales growth of 70% next year, building on an already massive base.
The report sent Nvidia shares surging in after-hours trading, with Huang later discussing on CNBC what is driving the company’s rapid growth and how he sees the AI market evolving.
CNBC’s “Mad Money” host Jim Cramer said the annual revenue projection was “frankly blowout” and asked, “What gives you that confidence and how the heck could you do it?” Huang replied, “Well, it’s not easy, but let’s say, first of all, demand is super strong and, incredibly, it’s accelerating.”
He said rising AI adoption, more complex models, and a growing customer base are driving demand for tokens, with compute now the key constraint.
The growth is broad-based across hyperscalers, neoclouds, sovereign clouds and enterprises worldwide, while Nvidia’s upcoming…
