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Nvidia doubles its revenue as demand for AI chips accelerate, but bubble fears persist

Nvidia doubled revenue. Wall Street is asking: how much longer?

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The KeyNews take

Why it matters

Nvidia's blowout Q2 earnings and bullish guidance confirm sustained demand for AI chips, but growing concerns about valuation and market saturation are forcing practitioners and investors to recalibrate their compute budgets and capex bets.

The key facts

6 to know
  1. Nvidia Q2 revenue doubled year-over-year

  2. EPS $2.22 vs. forecast $2.10 (beat)

  3. Stock up 4%+ in after-hours trading

  4. Bullish Q3 and FY guidance issued

  5. Article flags 'bubble fears' as persistent market concern

  6. Published Aug 26, 2026 — recent earnings release

Go to the source

SiliconAnglesiliconangle.com

Publisher excerpt: Nvidia Corp. reported better-than-expected second-quarter earnings and revenue and also delivered bullish guidance for the current quarter and next full year, sending its stock up more than 4% in after-hours trading. The company reported earnings before certain costs such as stock compensation of…
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