ZTrader Macro & AI Notes

ZTrader Macro & AI Notes

The $500 Billion Question Behind Nvidia’s Earnings

What happens when the biggest supplier of the AI boom starts helping finance its own customers?

Dorian's avatar
Dorian
Aug 26, 2026
∙ Paid

We are going to see Nvidia reports fiscal Q2 soon.

The market consensus is pricing at $92.2 billion of revenue, which is roughly double last year.

The AI Data Center alone is supposed to be around $85 billion. the Q3 guidance already sits near $104 billion in the market’s head, total gross margin is supposed to hold close to 75%.

None of above the number …

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