NVIDIA guides $108B quarter, but DSO jumps to 60 days

NVIDIA 季度营收指引达 1080 亿美元，首次突破单季千亿大关

NVIDIA booked $96B in Q2 and guided $108B for Q3, crossing $100B in a single quarter for the first time. Hyperscaler revenue grew only 13% sequentially, while neoclouds and AI startups drove 25% growth and now account for most net-new Data Center revenue. To fund those buyers, NVIDIA extended payment terms—DSO jumped from 45 to 60 days and receivables hit $63B. If DSO keeps climbing, it signals more supplier financing is needed to sustain demand.

Why it matters: NVIDIA's first $100b+ quarterly guide is a milestone, but the real story is the revenue mix shift: hyperscalers slowing, neoclouds and startups picking up the slack with weaker balance sheets, forcing NVIDIA to extend credit. Tunguz breaks down the numbers cleanly. Not scoring...