Colette Kress
Reporting and statements that mention Colette Kress.
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I barely remember the last time Nvidia mentioned gaming at all in an earnings call
Nvidia's latest earnings call reveals a significant shift in company priorities, with the data center and artificial intelligence segments now dominating revenue and strategic focus. Gaming, once a core business, is no longer reported as a separate segment and has minimal impact on the company's bottom line, despite the continued release of high-end GPUs like the RTX 50-series.
NVIDIA (NVDA) CEO Jensen Huang claims return on investment capital is 'now less than a year'
NVIDIA CEO Jensen Huang stated during the company's Q2 2027 earnings call that the return on investment capital for AI infrastructure is now less than a year. He highlighted the productivity and rentability of NVIDIA's technology, citing the rapid recouping of investments in large-scale data centers. This comes as NVIDIA CFO Colette Kress also noted an expected decrease in gross margin for the upcoming quarters.
NVIDIA (NVDA) expects its revenue to grow 70% in FY28
NVIDIA expects its revenue to grow by approximately 70 percent in fiscal year 2028, driven by the expansion of its AI compute capabilities. CFO Colette Kress shared the forecast, with CEO Jensen Huang suggesting the company could exceed this target if not for supply constraints, particularly in memory components. NVIDIA's Q2 FY27 revenue reached $96.2 billion, and the company is confident in its ability to meet future growth targets.
NVIDIA (NVDA) expects gross margin decrease over next two quarters
NVIDIA anticipates a decrease in its gross margins for the upcoming third and fourth quarters, projecting a drop from 75 percent in Q2 to 74 percent in Q3 and 72 percent in Q4. The company cited supply chain constraints and geopolitical factors as contributing challenges, despite reporting strong revenue of $96.22 billion for the quarter.
Another quarter, another quarterly update from Nvidia that doesn't mention gaming
Nvidia's latest quarterly report primarily focused on its Artificial Intelligence business, with gaming mentioned only briefly as part of a broader AI segment. The company's CFO, Colette Kress, highlighted AI infrastructure demand as a key growth driver. While gaming hardware is assumed to be included under the 'PC' or 'gaming consoles' categories, the emphasis on AI suggests a potential shift in focus away from dedicated gaming discussions in financial reporting.
Nvidia says 'demand for AI infrastructure continues to expand at an unprecedented pace' but after speaking to…
Nvidia reports unprecedented demand for AI infrastructure, with its revenue soaring due to AI-focused hardware. However, experts offer mixed opinions on the future of AI growth, with some predicting a slowdown by late 2026 due to market saturation and pushback against data centers, while others foresee continued broad adoption across major companies driving GPU demand.
