Record quarter for chip maker
Nvidia reported sales that jumped 106 percent from a year earlier, beating analyst expectations and extending the company's run of blockbuster quarters. The results, released Wednesday, show that demand for AI chips remains intense. Data center revenue drove most of the growth as cloud providers and tech giants bought processors in record numbers.
Supply still can't keep up
Nvidia said its newest AI processors are sold out for the coming quarters. The company is working with manufacturing partners to add capacity, but executives said supply will stay tight through next year. Customers are placing orders months in advance to secure chips. That backlog is a key reason investors expect growth to continue.
Bellwether for the market
Analysts treat Nvidia as a bellwether for AI and the wider stock market. A strong report tends to lift the whole technology sector, while a weak one can drag it down. Wednesday's results eased worries that the AI spending wave is slowing. Shares rose in after-hours trading, and other chip makers followed. Nvidia's market value has climbed past $4 trillion, making it one of the most valuable companies in the world.
The company also announced a new generation of networking gear designed to link massive clusters of AI computers. Executives said demand is coming from every region, not just the United States. They pointed to new data center projects in Europe, the Middle East, and Asia as proof that the buildout is global. For now, the biggest risk for Nvidia is not demand but supply. Every chip the company can make is already spoken for, executives said.
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