Nvidia Soars on Blockbuster Earnings and Bold $2 Trillion AI Vision
• Nvidia reported explosive growth in latest earnings - total sales up 265% year-over-year, data center up 409%, visualization up 105%
• Guidance from Nvidia was very strong, but some think growth may slow next year as big tech clients rein in AI spending
• Analyst argues Nvidia won't see a sharp decline because it is diversifying revenue into new industries and regions
• Management sees $1 trillion market opportunity in shift from general to accelerated computing
• Nvidia believes another $1 trillion opportunity could follow with the "AI Factory" concept