NVIDIA Earnings: A Critical Moment for AI Infrastructure
Can Jensen Huang Save the Market from Credit Crunch, CoreWeave, and Circular Financing?
NVIDIA earnings don’t matter.
There, I said it.
Whether the stock goes up or down 10% tomorrow is irrelevant to the infrastructure thesis. What matters is one thing only: is Big Tech still spending? Everything else is noise.
The Numbers Everyone’s Watching
Expected Revenue: ~$33.1B (+83% YoY)
Datacenter Revenue: ~$29.5B (89% of total revenue)
Q4 Guidance: Mar…
