Exceeding expectations alone is not enough for the market! Nvidia (NVDA.US) must rely on Rubin's demand and production capacity to calm the massive “AI cycle financing” wave.

智通财经2026/08/26 10:16

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According to Zhihu Finance APP, under the simultaneous pressure of an "AI credit bubble," rising long-term U.S. Treasury yields, and geopolitical risks faced by the AI computing power sector, the world's most important stock—namely, "AI chip super-giant" NVIDIA (NVDA.US)—is about to release its second quarter earnings report and forward guidance. This has now surpassed a mere performance test for a single chip leader, becoming a systemic stress test for the global AI capital expenditure cycle. The market's main focus is not whether revenue and profit will beat expectations, but whether next-generation AI computing clusters—Vera-Rubin—will show even stronger demand than the Blackwell architecture amid the expanding trend of AI applications, whether super-scale cloud computing providers are accelerating AI-driven revenue growth, and whether AI infrastructure investment is beginning to shift from "regardless of cost, scrambling for GPUs" to being governed by stricter capital discipline and return on investment constraints.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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智通财经•2026/08/26 19:21

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智通财经•2026/08/26 18:51