$NVDA Hyperscale Revenue More Than Doubles YoY to $48.7 Billion as AI Cloud and Enterprise Sales Reach $40.3...

$NVDA hyperscale revenue more than doubled YoY to $48.7B, while AI cloud and enterprise sales grew to $40.3B, highlighting the accelerating demand for AI infrastructure.
With hyperscalers $MSFT and $GOOGL reporting Wednesday and $AMZN on Thursday, their capital spending outlooks will be critical for the AI trade.
Despite the fear surrounding AI valuations and spending, continued hyperscaler investment would reinforce the bullish outlook for GPUs, data centers, and the broader AI infrastructure ecosystem.