Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

A新加坡来来

Find out more here:Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

Nvidia's record quarter: revenue $96.221bn, +106% year-over-...

Nvidia Lifts Buyback Authorization to $235B — Who's Buying the New High?

Nvidia closed +1.34% at $233.95 Friday after an intraday record $237.88, market cap near $6T. No fresh news: the board added $150B to the buyback, authorization now $235B through Jan 2028. Chips rose: AMD +2.95% to $633.91, past $1T for the first time, +196% YTD; Broadcom +3.35% to $355.14. Intel alone fell -0.56% to $119.33. Bulls say $235B of buying cushions the price; bears say buybacks lift EPS, not next year's data-center orders — which $6T already assumes. When does a buyback stop being support?

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Comments

fuzzyoo
08-27
fuzzyoo
Gross margins probably face pressure. H20 yield has been the open secret for a while. This quarter still looks like financial magic more than durable demand
EvanHolt
08-27
EvanHolt
Data center mix is the key here. If H20 gets past 30% of revenue, gross margin probably gives up 2 to 3 points even with volume flex

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