Nvidia Q2 Revenue Beats at $96.22B, Q3 Guide $108B

The beat and raised guide underscore that AI infrastructure spending remains robust, which is the key macro backdrop for tokenized compute and GPU-backed projects. The lack of explicit crypto or RWA commentary leaves the connection indirect, but sustained AI capex could support demand for related digital asset narratives. Whether Nvidia's growth pace persists into the next quarters is the open question, as any slowdown would ripple through sentiment for AI-adjacent token markets.