Nvidias AI boom remains strong, but rising memory costs and growing debt are emerging as key risks. The chipmaker expects gross margins to bottom at 71–72% in Q4 FY27, while rising debt could pressure its financial condition and cash flows.

NVIDIA earnings will test the AI boom as investors assess data-center revenue, Rubin demand, customer concentration and mounting infrastructure financing risks.

The financial engineering the company is using to keep revenue growing introduces risks that could eventually cause real pain. | World News

Sees FY27 operating expenses $9B. Sees FY27 tax rate 16%-18%. Says even though demand is much greater than 70%, supply allows the company to con...

Nvidias AI boom remains strong, but rising memory costs and growing debt are emerging as key risks. The chipmaker expects gross margins to bottom at 71–72% in Q4 FY27, while…