OpenAI announced a chip designed to reduce its dependence on Nvidia this morning and Nvidia responded with the biggest quarter in semiconductor history Revenue hit $96.2 BILLION against a $92 BILLION estimate, up 106% year over year Data Center alone brought in $89 BILLION, now making up 92% of all Nvidia revenue Q3 guidance came in at $108 BILLION with zero China data center revenue included Supplier commitments EXPLODED from $119 BILLION to $279 BILLION in a single quarter driven almost entirely by memory procurement Vera Rubin is now in full production AWS will deploy 2 MILLION additional Nvidia GPUs across its global infrastructure in 2027-2028 Three customers made up 44% of first-half revenue Jensen Huang: "AI has reached its inflection point" The stock dropped 4% after hours, the 5th drop after earnings in 6 quarters $5 TRILLION company with 106% growth and record guidance, and the market STILL sold it(Coin Bureau)