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NVIDIA's earnings report once again exceeded expectations. My core conclusion remains: the demand for AI computing power shows no signs of peaking for now, but the market will increasingly focus on the quality of growth. Specifically, on the financial side, Q2 revenue was $96.22 billion, a year-over-year increase of 106% and a quarter-over-quarter increase of 18%; data center revenue was $89 billion, up 117% year-over-year, #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest