Nvidia Is Firing on All Cylinders. Somehow the Stock Looks Cheap. - Barron's

1. Nvidia's revenue grew 78% to $39.3 billion, surpassing estimates. 2. AI chip sales drove data center revenue to nearly double, reaching $35.6 billion. 3. Nvidia predicts $43 billion revenue for next quarter, exceeding consensus. 4. Blackwell GPU sales generated $11 billion, with demand surpassing production capacity. 5. Tariff risks on chips from Trump pose uncertainties for Nvidia's future.