Nvidia’s Bold Q3 Outlook
Nvidia, the leading AI chipmaker, projected third-quarter revenue of $54 billion, surpassing Wall Street’s $53.14 billion estimate. The surge reflects relentless demand for its artificial intelligence chips, which power cloud infrastructure and generative AI technology.
Despite the strong outlook, Nvidia shares slipped 2% in extended trading, trimming earlier losses. Even so, the stock remains up more than one-third in 2025, outpacing the S&P 500’s nearly 10% gain.
Why Investors Reacted Cautiously
Some investors noted a modest slowdown in Nvidia’s data center revenue, a key growth driver. The absence of H20 chip sales to China weighed on market sentiment. Still, Nvidia’s release of $180 million in reserved H20 inventory cushioned the impact.
Industry watchers emphasized that the AI trade remains strong. Many believe demand is still at the “very early stages,” with hyperscalers and enterprises continuing to ramp up capital expenditure in AI.
Market Voices on Nvidia’s Results
Thomas Martin, Globalt Investments: “The AI trade is far from over. Strong capex by hyperscalers shows early-stage growth.”
Will Rhind, GraniteShares: “Investors are used to Nvidia’s blowout results. A modest data center miss feels like a slowdown.”
David Wagner, Aptus Capital: “Guidance of 50%+ revenue growth at a $50B run rate is remarkable. I see this as a buying opportunity.”
Brian Mulberry, Zacks Investment Management: “Growth is still strong but slowing from last year’s 100%+ pace, causing some stock hesitation.”
Larry Tentarelli, Blue Chip Daily: “Nvidia remains the benchmark AI stock. Any pullback is an entry point for long-term investors.”
What This Means for AI’s Future
The consensus among experts is clear: Nvidia remains central to the AI revolution. While near-term stock fluctuations reflect recalibrated expectations, long-term prospects look resilient. Growing demand from hyperscalers, sovereign buyers, and enterprises ensures Nvidia will stay at the forefront of AI infrastructure.
Bottom Line
Nvidia’s guidance signals robust AI momentum, even as Wall Street tempers expectations. The short-term dip may unsettle some, but Nvidia’s leadership in artificial intelligence remains unchallenged.
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