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Nvidia Surpasses Expectations with Record Revenue and Robust Outlook

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Nvidia's quarterly results and fiscal 2028 outlook exceeded expectations, reporting solid revenue growth of 18% sequentially to $96.2 billion.

The company's Vera Rubin Observatory ramp-up was the fastest in its history, with a projected $40 billion of content per gigawatt.

Nvidia also discussed OpenAI's custom silicon plans, which some saw as threatening Nvidia's dominance but others dismissed as not being a major concern.

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