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Did Nvidia just expressed AI bubble? Here is what the market said

The second quarter of Crarm from AI Powerhouse Nvidi (NVDA) Wednesday New Wall Street Bros and the Analysts who like to hold all kinds of feelings.

The long-term belter of how the market is common, the world’s largest traffic company can carry enough weight in its $ 1 trillion transmission of the indicators, not mentioned technology.

That was very crime in the last two weeks, when the abuse is being treated with what unvedi may tell you about their second quarter resulting in Aug. 27 They reach the flu.

TLDR takes what’s present and why is it important? Values ​​show strong growth in Nvidia was good to run in the bull. Weak numbers will mean that spending at casino level in AI eventually showing signs of the drop.

By investors such as US and Metata, Google and Private Commercial States in Ai and its tools, is wise to move a minute and see that short-term structures may be such a hot sector.

So the amount of NVIFA’s amount means ai spending of AI?

Yes, as it is usually the case with the Wall Strete, that depends on who you have asked.

Overall, Unvidia was able to increase the marketing of the market, with the reported Q2 sales of $ 46.74 billion, up from the previous year, the Eked-constructed number facing $ 46.23 billion. Of that figure, about $ 41.1 billion from the data information data, which is You missed its expected target of $ 41.29 billion.

For some Tech Tech companies, that is a small variable (while considering small for other businesses) it was enough to increase the alarm instruments that the money was spent.

“[Data center operator spending] It can be strengthened in the waters once the AI ​​claims have been reinstated from AI is always difficult to measure, “Marketer Analyst Jacob Bourne wrote in the book of investor.

However, for some, the results of Nvidia was actually a confirmation of AI using money and investors, banks and VCs Support is very scared of these certain results.

“I don’t care about the capital of the appearance of the appearance that existed in the misso.

“I learned not to know Amazon or Microsoft or Google or Meta or Tesla – Large Customers – Long ago.

What about everyone?

Of course, the conflict with a successful bubble throughout the communication on Wednesday, boosters and those who doubt they send everything from hot memem or calming.

Is it good in Nvidia Mashed Date Center Revenue estimates two sitting places? About $ 41.3BN and they beat $ 41.09bn, approximately $ 39.3bn with the last quarter beat $ 39.1BN. No one wanted to talk about this last quarter, you wonder that they will do this again

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– Edu Kitron (@ edzron.com) August 27, 2025 at 4:32 pm

Wonky Takeaway?

It is probably best to bet your betting on AI as a permanent juggernaut of growth.

With Data Center and the numbers such as the maximum post numbers on Wednesday, Outlook around by Nvidia has been afraid of fearing the current investment programs in Artificial Intelligence (AI) may not be saved.

You can now expect the analyst Chorus to doubt that prices are available at the actual amount of money, especially between wider economic uncertainty.

Nvidia’s business views in China was also an important part of its Q2 leader and highlighted two potential growth barriers: disappointing numbers are reported in the region, and the constant uncertainty of what it can expect of local American policies.

Surely, despite the administration of Trump just reduced exporting restrictions AIJING, this policy transformation is currently refusing to recover from the Nvidi Revenue from the region.

The difficulties that remain in the Chinese market has also continued to shame over the prospects of company development, highlighting that Geopolitical issues remain a major foundation of the semiconductor giant.



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