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Nvidia reports record sales as the AI boom continues

1. Nvidia reported $46.7 billion revenue, a 56% year-over-year increase. 2. Net income soared to $26.4 billion, up 59% from last year. 3. AI-driven data center sales generated $41.1 billion, mainly from Blackwell chips. 4. Sales in China struggled; no H20 chip sales reported last quarter. 5. Chinese government discourages using Nvidia chips, affecting future profits.

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FAQ

Why Very Bullish?

Nvidia's revenue and profits are surging due to AI demand, similar to previous earnings spikes in tech sectors seen in past years.

How important is it?

The robust earnings report and strong market demand are likely to amplify investor confidence, impacting NVDA's stock significantly.

Why Long Term?

Sustained growth in AI demand suggests ongoing positive sentiment towards Nvidia's future performance.

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