MoneyThe story, in brief
It’s Nvidia’s world. We just live in it
Nvidia beat every expectation AND signaled years of capacity constraint ahead — the market just priced in a decade of AI buildout.
The KeyNews take
Why it matters
Nvidia's earnings beat and capacity-constrained forecast confirm the AI infrastructure boom isn't slowing; combined with Salesforce's resilience, the market narrative is shifting from SaaS uncertainty to sustained AI capex demand.
The key facts
8 to knowNvidia beat earnings expectations
CEO Jensen Huang indicated sustained capacity constraints
Salesforce earnings defied 'SaaSpocalypse' narrative
Published August 28, 2026
CEO Jensen Huang signaled capacity constraints will persist
Salesforce also beat (AI adoption signal in enterprise SaaS)
No diminution of demand indicated
Published Aug 28, 2026
Go to the source
SiliconAnglesiliconangle.com
Publisher excerpt: The artificial intelligence juggernaut kept cruising along this week thanks to big earnings results from Nvidia — and even Salesforce, the supposed epicenter of the SaaSpocalypse. Nvidia not only beat all expectations for revenue, CEO Jensen Huang (pictured) indicated it’s going to be…