NVIDIA’s data center revenue, which accounts for the vast majority of its total, continues to be propelled by surging demand for Blackwell GPUs and platforms amid hyperscaler AI buildouts. In May 2026 the company guided Q2 revenue to $91 billion plus or minus 2 percent—well above analyst estimates—citing strong Blackwell ramp and new AI factory deployments, while noting no China compute revenue in its outlook. Competitive pressures from custom ASICs at Amazon, Google, and Microsoft, plus emerging offerings from AMD and Qualcomm, are eroding share modestly but have not slowed overall market growth. Key upcoming catalysts include the Vera Rubin platform rollout later in 2026 and any clarification on export rules or additional large-scale infrastructure announcements that could shift sequential results. Traders view these dynamics as supporting continued sequential expansion, tempered by execution and regulatory risks.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · AtualizadoA receita do data center da NVIDIA (NVDA) no segundo trimestre ficará acima de __?
US$ 80 bilhões
93%
US$ 85 bilhões
80%
US$ 90 bilhões
25%
US$ 95 bilhões
6%
US$100B
7%
$1,270 Vol.
US$ 80 bilhões
93%
US$ 85 bilhões
80%
US$ 90 bilhões
25%
US$ 95 bilhões
6%
US$100B
7%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Mercado Aberto: Aug 4, 2026, 5:10 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...NVIDIA’s data center revenue, which accounts for the vast majority of its total, continues to be propelled by surging demand for Blackwell GPUs and platforms amid hyperscaler AI buildouts. In May 2026 the company guided Q2 revenue to $91 billion plus or minus 2 percent—well above analyst estimates—citing strong Blackwell ramp and new AI factory deployments, while noting no China compute revenue in its outlook. Competitive pressures from custom ASICs at Amazon, Google, and Microsoft, plus emerging offerings from AMD and Qualcomm, are eroding share modestly but have not slowed overall market growth. Key upcoming catalysts include the Vera Rubin platform rollout later in 2026 and any clarification on export rules or additional large-scale infrastructure announcements that could shift sequential results. Traders view these dynamics as supporting continued sequential expansion, tempered by execution and regulatory risks.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado


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