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NVDA CFO: “We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply-constrained outlook.”
seekingalpha.com - Nvidia corporation nvda q2 earnings call transcriptNot too shabby.
NVDA CFO:""Today, we are delighted to announce an expansion of our partnership with AWS, building on its already vast installed base of NVIDIA compute, AWS is deploying an additional 2 million GPUs starting this quarter through the second quarter of fiscal '29 along with Vera, CPUs, some integrated with Rubin, other standalone. AWS will serve NVIDIA Nemotron family of open models on Amazon Bedrock and SageMaker. Amazon will also adopt our full physical AI stack, Omniverse, Cosmos, Isaac and Jetson to power its fleet of warehouse robots. ACIE revenue of $40 billion increased 25% sequentially and 138% year-over-year. Growth was driven by NeoCloud capacity additions to meet the rising demand from enterprises, AI start-ups and sovereigns as well as hyperscalers purchasing capacity to supplement their own build-outs."
Wait, I thought Amazon was going to destroy NVDA with Trainium?
