【The Shock of a ¥500 Billion Investment】Why Funds Are Flowing Into Ibiden and Japanese Semiconductor Back-End Stocks #NVIDIA #JensenHuang #TSMC #CoWoS #AIchips #SemiconductorStocks #JapaneseStocks Gordon Ramsay (8DxTekB6lo)

The story

NVIDIA is reported to be expected to expand its revenue sources beyond its traditional GPU design business as AI demand grows. Newly disclosed sales forecasts suggest that AI-related businesses are expected to make a significant contribution to overall revenue.

Total sales for fiscal 2026 are expected to be $215.9 billion, with data center revenue expected to reach $193.7 billion. This positions the data center business as the main driver of overall growth.

Sales guidance for the next quarter has also been reported at $78 billion, prompting speculation that short-term growth may continue. These figures suggest that NVIDIA is strengthening its position in the AI market and that demand for data centers is expanding.

At a glance

NVIDIA informationFiscal 2026 sales are expected to be $215.9 billion, including data center sales of $193.7 billion.

Data centersData center sales are reported to reach $193.7 billion.

Quarterly outlookSales guidance for the next quarter is reported at $78 billion.

AI demandAI demand is reported to extend beyond GPU design.

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