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Nvidia and the Architecture of the AI Infrastructure Economy
Nvidia guides Q1 sales above estimates: AI spend still on track, but “no surprise” reaction
What happened
Nvidia ($NVDA) reported another huge quarter and guided next-quarter revenue to about $78B (±2%), above Wall Street estimates. The message: hyperscalers are still spending aggressively on AI infrastructure, and Nvidia says it has enough inventory/capacity lined up beyond the next several quarters. The stock reaction was more muted than the numbers because investors wanted an even bigger “wow” moment and more capital return (buybacks/dividends) rather than reinvesting nearly everything…
The skinny
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