英伟达 Q2 营收预期 922 亿美元

Projected Q2 revenue nearing $92.2B against a $200B AI credit exposure ceiling suggests NVIDIA's core chip demand remains undeterred by financing scrutiny. The disconnect between massive off-balance-sheet obligations and surging data center orders indicates strong market traction. While investor demands for supply chain transparency will persist, the revenue forecast validates the infrastructure buildout. This scale of capital deployment reinforces the thesis that AI hardware requirements are outpacing current financing models.