# Nvidia posts blowout quarter amid sustained chip demand — retained record

> Retained news record from news:semafor.

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source: [news](https://highsignal.app/data/news) (news:semafor)  published 2026-08-26 22:23 ingested 2026-08-27 13:04

[original source ↗](https://www.semafor.com/article/08/26/2026/nvidia-posts-blowout-quarter-amid-sustained-chip-demand)

## retained text



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Nvidia posted better-than-expected quarterly earnings on Wednesday in a sign that the AI trade remains strong despite fears of an AI bubble.
The chipmaking giant, widely considered a bellwether for the health of the AI market, reported $96.2 billion in quarterly revenue, crushing analysts’ expectations, with $89 billion of the total coming from data centers alone.
The results, however, reveal that AI spending remains concentrated among a handful of buyers: Hyperscalers still account for a larger share of Nvidia’s data center revenue. While revenue from AI-focused cloud startups, governments, and corporate customers grew faster than hyperscale revenue, “the dependence is still there,” Bloomberg noted.
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