"Nvidia (NASDAQ: NVDA) has firmly established itself as the leading player in artificial intelligence (AI) infrastructure, as it accounts for nearly 92% of the data center GPU market. That dominance has been the foundation of its robust financial performances of recent years. In its fiscal 2026 second quarter (which ended July 27), Nvidia reported revenues of $46.7 billion, up 56% year over year and exceeding guidance, while its GAAP ( generally accepted accounting principles) gross margin was 72.4%."
"The U.S. gross domestic product grew 3.3% year over year in the second quarter. That number shows the resilience of the U.S. economy despite higher interest rates and global macroeconomic uncertainty. In such an environment, investors can particularly benefit from putting their money into companies with scale, durable cash flows, and the ability to ride secular tailwinds. Where to invest $1,000 right now?"
U.S. GDP grew 3.3% year over year in the second quarter, signaling economic resilience despite higher interest rates and global uncertainty. Investors can benefit by allocating capital to companies with scale, durable cash flows, and secular tailwinds. Nvidia controls nearly 92% of the data center GPU market and reported $46.7 billion in fiscal Q2 revenue, up 56% year over year, with a GAAP gross margin of 72.4%. Management expects fiscal Q3 revenue near $54 billion driven by Blackwell-architecture GPUs. Nvidia estimates $3–4 trillion in AI infrastructure investment by 2030, with substantial 2025 data center spending expected. Alphabet benefits from dominance in digital advertising, a strong cloud business, and deep AI integration.
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