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NVIDIA: Explosive Growth, But Expectations Keep Rising

AI dominance continues, but the bar is getting higher

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Attila
May 04, 2026
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Estimated reading time: 6 minutes

NVIDIA delivered another historic quarter, reinforcing its position as the dominant force in AI infrastructure.

Revenue surged. Margins expanded. Cash flow exploded.

But the narrative is shifting.

The key question: can NVIDIA sustain this level of growth and profitability or are expectations now too high?

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