Nvidia

AI Buildout Is Stimulating The Economy

Aug 27, 2026 4 min read paid

Nvidia's Q2 earnings report suggests that the AI spending boom is broadening. The company forecast 70% revenue growth next fiscal year, far above Wall Street's 45% expectation, and said growth would be even stronger if supply constraints were less severe. Significantly, non-hyperscaler revenue grew 138% y/y, outpacing hyperscaler revenue growth of 102% y/y, as demand broadened beyond mega-cap tech into AI-native

Ed Yardeni
Elias Griepentrog

ECONOMIC WEEK AHEAD: August 24-28

Aug 23, 2026 4 min read

Global bond markets stole the spotlight last week. The US 10-year yield closed at 4.74% and the 30-year at 5.27%, up 6bps and 2bps, respectively, for the week (chart). Treasury Secretary Scott Bessent surprised the markets on Wednesday by announcing that the US Treasury would double its long-term debt purchases to at least $4 billion per operation; that was the same day that the US

Ed Yardeni
Toby Hearst

Data-Dependent

Nov 19, 2025 3 min read

What do Nvidia and the Fed have in common? They are both data-dependent. Nvidia's GPUs are the latest stage of the Digital Revolution, which started during the mid-1960s with IBM's mainframes. The Digital Revolution is all about processing ever more data, faster and faster, and at ever lower cost. In this context, GPUs are just the latest development in the Digital Revolution. The next

Ed Yardeni

Nvidia Isn't Cisco

May 28, 2025 3 min read paid

As Nvidia's stock price soared during 2024, the naysayers compared its ascent to Cisco's roundtrip performance during the Tech Bubble of the late 1990s, which was followed by the Tech Wreck of 2000 and 2001 (chart). Cisco was the tech darling of the dawning Internet Age. Nvidia is leading the way in the AI Age. Cisco crashed when the Dot.Com Bubble burst. When DeepSeek was

Ed Yardeni

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AI Buildout Is Stimulating The Economy

ECONOMIC WEEK AHEAD: August 24-28

Data-Dependent

Nvidia Isn't Cisco