Nvidia Corporation remains a Buy as its earnings momentum accelerates, driven by robust Data Center growth and new product ramps like Vera Rubin. Q2 revenue reached $96.2B, beating expectations with 18% sequential Data Center growth and a sustained 75% non-GAAP gross margin. Nvidia is stacking multiple growth engines—Blackwell, Vera Rubin, networking, and AI infrastructure—broadening its customer base and addressable market.
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