Nvidia is now a roughly $5 trillion company—and it's still growing at more than 100% year over year.
In its latest earnings, Nvidia reported $96.2 billion in quarterly revenue, up 106% year over year, with Data Center revenue reaching $89 billion, up 117%.
The company is also guiding for approximately $108 billion of revenue next quarter.
But for investors, the bigger question isn't whether Nvidia is growing.
It's how a company of this scale can continue growing at rates normally associated with startups—and how much of that growth is already priced into the stock.
In this episode, we break down Nvidia's latest earnings and what they tell us about the broader AI infrastructure cycle.
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Key topics we explore:
– How Nvidia is still growing revenue at 100%+ at a ~$5T valuation
– Why Data Center revenue remains the core driver of the business
– What Nvidia's $108B quarterly guidance tells us about AI demand
– Why inference could become an even bigger driver of AI compute
– Nvidia's expanding role across GPUs, networking, software, and AI systems
– The growing threat from AMD, custom silicon, and hyperscaler-designed chips
– Margin risks as memory costs and next-generation systems evolve
– What Nvidia's results tell us about the broader AI infrastructure thesis
– Whether extraordinary growth can continue long enough to justify today's valuation
The bigger question:
How long can Nvidia continue compounding at extraordinary rates—and what happens when the law of large numbers eventually catches up?
For investors, Nvidia's earnings provide perhaps the clearest evidence yet that AI infrastructure demand remains exceptionally strong. But at a $5 trillion valuation, the debate is no longer simply about whether AI is growing.
It's about how much of that future growth Nvidia can capture—and what investors are paying for it today.
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