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NVDA Q2 Guide of $91B Excludes China, While Hyperscalers Raise Capex

Nvidia's $91B Q2 revenue guide carries a buried caveat: zero China data-center contribution, making the number a floor, not a ceiling. AMD's 8% single-day surge on the print confirms semiconductor peers are pricing in sustained demand, lifting sector breadth.

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NVDA Q2 Guide of $91B Excludes China, While Hyperscalers Raise Capex has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.

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