Nvidia's Vera chip targets a $200 billion market beyond its $1 trillion GPU forecast — and Jensen Huang says it's already supply, constrained before it ships.

A top analyst says NVIDIA earnings will test whether Jensen Huang can prove the AI supercycle still has years of growth ahead.

Chip giant Nvidia on Wednesday posted record quarterly revenue of $81.6 billion, blowing past Wall Street forecasts as insatiable demand for its artificial intelligence hardware…

It expects “revenue of US$91 billion, plus or minus 2 per cent,” the company said.