Astra emerges to ignite AGI frenzy; RSI reshapes the AI training paradigm; NVIDIA (NVDA.US) growth legend continues

NVIDIA (NVDA.US) is experiencing a new round of strong stock price gains, driven by the combined powerful support of profit growth, breakthroughs in model capabilities, next-generation training clusters, control over the developer ecosystem, and long-term computing power orders. Previously released financial results show that in the second quarter of fiscal year 2027, NVIDIA achieved revenue of $96.2 billion, up 106% year over year; data center business revenue reached $89.0 billion, an increase of 117% year over year; and adjusted earnings per share were $2.22, a rise of 120% year over year. The revenue guidance for the third quarter is $108.0 billion, with a margin of fluctuation of 2%. This guidance midpoint implies a further increase of about 12.3% compared to the strong base of the second quarter, and management has also made it clear that roughly 70% of the fiscal year 2028 revenue growth outlook is “supply-constrained.”