Nvidia Q2 Revenue Hits $96.2B, Q3 Guide Tops $100B

This is less about the beat itself and more about the scale shift: crossing a $100B quarterly run-rate signals that AI infrastructure demand is not just steady but accelerating into a new tier. The significance for markets is that hyperscaler spending appears resilient enough to absorb supply constraints, which could keep the AI capex cycle durable. The forward guidance, including the FY2028 growth projection, is the real tell — it suggests the order book extends well beyond near-term GPU cycles. What to watch is whether the Vera Rubin ramp meets its timeline, since any slippage could test the confidence baked into that outlook.