PremiumWhile Nvidia's earnings were impressive, the market did not think they were impressive enough, and it was not until Jensen Huang - who has become quite a consummate stock pumper - shockingly unveiled the company's full-year guidance for 2028 (something the company had not done before) during the earnings call, forecasting a 70% increase in revenue, far above the 45% consensus, that Nvidia stocks broke the string of 5 consecutive drops on better than expected earnings numbers. Still, that is not to detract from what clearly a stellar earnings report: take data center revenue, arguably the most important metric for the health of the AI boom, came in at $89 billion against expectations for $86 billion. Or look ahead to Q3, where Nvidia set guidance at $108 billion well ahead of the sellside (if not necessarily buyside) forecast of $104 billion. Or even further. ahead to the 2028 financial year, where as noted above, Huang and CFO Colette Kress took the surprise step of providing guidance more than a year out, which at 70% was sufficient to send the stock surging. NVDA Lease Liability & Contingent Obligation Exposure Forecasts