3rd Largest Company end of September?

Nvidia shocks skeptics, forecasting revenue growth of nearly 70% for fiscal year 2028, exceeding analysts' expectations. Its stock jumps 4.7% in after-hours trading. #MarketsOpen #ArabiaBusiness

NVIDIA Q2 Revenue Reaches $96.2 Billion, Q3 Guidance Set at $108.0 Billion • • NVIDIA reported fiscal Q2 2027 revenue of $96.2 billion, up 106% year over year and above the $92.2 billion consensus estimate. Data Center revenue reached $89.0 billion, up 117% and above the $85.8 billion estimate, while non-GAAP diluted EPS came in at $2.22, beating expectations of $2.10. Non-GAAP gross margin was 75.0%, in line with estimates. NVIDIA guided fiscal Q3 revenue to $108.0 billion, plus or minus 2%, above the $104.2 billion consensus estimate, with the outlook assuming no Data Center compute revenue from China. The company said its Vera Rubin platform has entered full production and returned about $26.0 billion to shareholders through share repurchases and cash dividends during the quarter.

NVIDIA $NVDA SUPPLY COMMITMENTS MORE THAN DOUBLE TO $279B, MOSTLY MEMORY • • The CFO commentary carries several items the headline numbers left out. • • Supply and capacity commitments rose from $119B last quarter to $279B, primarily for memory procurement. Total future commitments across supply, cloud agreements, data center leases, equity investments and capex reach $366B, with $120B falling in the remainder of fiscal 2027. • • Nvidia also disclosed $105B in guarantees tied to SB Energy's PORTS-Pike campus in Ohio, securing roughly 4.25 gigawatts that will exclusively host Nvidia infrastructure under 20-year leases to OpenAI. The company says each generation deployed there could represent about 1.5 million GPUs, or $150B to $200B in Nvidia revenue, with an option to support roughly 3.8 additional gigawatts. Total guarantee exposure is $108.5B. • • On China: Data Center Hopper shipments to China were less than 1% of data center revenue in the quarter, and the Q3 outlook again assumes zero data center compute revenue from China. • • Other details: • - Q3 gross margin guided to 74.0% plus or minus 50 bps, down from 75.0% • - Days sales outstanding rose to 60 from 45, on extended payment terms with certain investment-grade customers • - Inventory up to $31.6B from $25.8B ahead of the Vera Rubin introduction in Q3 • - Free cash flow $21.3B, down from $48.6B last quarter • - Net gains from equity securities were $7.8B, which is why GAAP EPS of $2.46 exceeds the $2.22 adjusted figure • - Issued $25.0B of senior unsecured notes in the quarter • - Returned nearly $26.0B to shareholders • • Segment detail: Hyperscale $48.7B, +102%. AI Clouds, Industrial and Enterprise $40.3B, +138%. Edge Computing $7.2B, +27%.

Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter. • The tech bellwether reported fiscal second-quarter results after the bell on Wednesday.

Antropic projects $30 trillion market size… Surpasses SpaceX

SpaceX shares plunged more than 6% on Thursday after 319 million new shares were made available for trading as part of a phased blackout schedule, which will allow trading of approximately 88% of the company's 13 billion shares by 2027. #Arabic_Business

Approximately 319 million shares, owned by employees and early investors in SpaceX, will become eligible for trading tomorrow, Thursday, as part of a phased blackout schedule that will eventually allow trading of about 88% of the company's 13 billion shares by 2027. The stock is down nearly 3% in trading today, Wednesday. #Arabic_Business

World's biggest wealth fund buys $1.2 billion of SpaceX stock. • Norway's $2.3 trillion pension fund revealed its first SpaceX stake, a cautious buyer backing the stock's price after months of volatility.

After its stock market setbacks, SpaceX successfully passed the test related to the massive influx of new shares

Nvidia discloses $21bn stake in SpaceX

Alphabet's investment in SpaceX has increased a hundredfold in 10 years, reaching approximately $3 trillion.

Alphabet’s SpaceX bet grows 100-fold over a decade to $94 billion

Will Antropic Surpass SpaceX?… “Corporate Value Projected at $2 Trillion”

Elon Musk once again stunned the world during SpaceX's first earnings call: 6-8 GW of new data centers will be added in 2027 alone, potentially well over 10 GW. It sounds impossible, but we believe it. We believe SpaceX is on track to reach approximately 10 GW by the end of 2027 and has the potential to achieve $300 billion in annual recurring revenue (ARR). Why would anyone be willing to pay so much computing power? Inference is incredibly profitable. Our Tokenomics model and inference simulator show that OpenAI and Anthropic each sell API inference using GB300 clusters, generating over $100 billion in revenue per GW annually, while the leasing cost is only about $12 billion/GW/year. There's a third company that can replicate this economics: Microsoft. They gain full access to OpenAI models, without incurring training costs or taking a 20% revenue cut. In the past eight months, Microsoft has added 10GW of planned capacity! And the contract with SpaceX has a 90-day cancellation clause, making it relatively easy to sign. Can SpaceX really build it? Colossus 1's 300MW took only 122 days. The Southaven power plant grew from 27 turbines (approximately 495MW) in February to 69 turbines (1.7GW) in July. MiniHard is likely to reach 450-500MW in about five months. Speed ​​is paramount. So where will the sites be built in 2027? SemiAnalysis has evaluated all suitable sites for SpaceX for its Datacenter Model subscribers, and SemiAnalysis' Energy Model also tracks the gas equipment supply from over 30 suppliers quarterly.

Nvidia is now almost $1 Trillion larger than every other public company • • Nvidia's $NVDA market cap has increased by more than $100 Billion so far in today's early trading

Norway's Sovereign Wealth Fund Report Stake In SpaceX. Its Stock Rises.. • SpaceX shares rose back above the company's IPO price on Wednesday after a tame inflation report and the disclosure from Norway's sovereign fund about a stake in the company.

According to MarketWatch, Microsoft shares have risen 30% since the company reported strong fourth-quarter results at the end of July, turning the stock positive for the year. One analyst believes this is just the beginning of a larger rally.

Jeff Bezos breaks his own Amazon record. • Jeff Bezos filed to sell $4 billion in Amazon stock as the company hit a $3 trillion market cap, his second-largest sale on record. See what drove the timing.

Two major reasons fueled NVIDIA's stock price surge 11% this week! Further significant positive news may emerge at the end of the month.