NVIDIA just printed a number that shouldn't be real.
$68.1 billion in one quarter.
That's more revenue in 90 days than the entire company made in fiscal year 2023.
The Data Center division alone did $62.3 billion.
In January 2020, that same division did $1 billion.
That's a 6,300% increase in six years.
No company in history has scaled revenue this fast.
But here's the part Wall Street is really focused on.
Not the record quarter, that's the past.
It's the guidance.
NVIDIA told the market to expect $79.6 billion next quarter.
They expect to make even more.
The gross margin is roughly 75%.
That means for every dollar that flows through NVIDIA, they keep 75 cents before even paying employees.
This is a hardware company with software economics.
There is no comparison in industrial history.
Free cash flow hit $34.9 billion.
Up $20 billion from the same quarter last year.
That's more cash generation in one quarter than Ford, GM, and Stellantis combined generate in a year.
From selling chips.
Here's what nobody is talking about.
NVIDIA said it has visibility to $500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026.
The demand isn't slowing; it's accelerating.
The next-generation Rubin chip is already being fabricated at TSMC.
It arrives second half of this year.
NVIDIA isn't just winning the AI race.
They're lapping everyone else while designing the next track.
At current guidance, NVIDIA is on pace for $318 billion in annual revenue.
The company is now worth $4.76 trillion.
Five years ago it was worth $300 billion.
One company has captured the entire economic engine of artificial intelligence.
And they're just getting started.
@nikunj My world right now. Building out my old business to work much better. The productivity is real. Ex. I sell fabrics to hotels. I can now create spinning samples and room settings.
@tiffanylloree@LauraLoomer Chicken:
Do not wash. It spreads bacteria. Cook to safe temperature instead.
Fish:
Generally do not wash fillets.
Summary:
•Chicken → Never wash
•Fish fillets → Do not wash
•Whole fish (scaled/gutted) → Quick rinse only if needed