Nvidia Earnings: AI Demand Is Booming, But Risks Remain

August 28, 2026, Opinion: "In the days leading to Nvidia’s second-quarter earnings announcement, the market yearned for reassurance that AI demand remained strong. The results came in. Demand for semiconductor chips far exceeded supply, sending a strong message to anxious investors. Breaking with tradition, the company’s CEO, Jensen Huang, who previously refrained from commenting about future demand, provided strong forward guidance for data-center revenue, predicting 70% growth in the 2028 fiscal year (which oddly starts in late January 2027). This is nothing short of spectacular for a company of its size. "