Nvidia reported record quarterly revenue of $81.6 billion, and disclosed that rental prices for its H100 GPUs continue to rise — a signal that demand for AI compute is outpacing supply. While Nvidia's own stock slipped after the report, GPU cloud operators Nebius, CoreWeave, and Iren surged on the news. Nvidia also announced a robotics partnership with Kawasaki Heavy Industries and is making moves into the CPU market, valued at roughly $200 billion.
Rising H100 rental prices mean GPU cloud companies — firms that rent out Nvidia chips to AI developers — are gaining pricing power, which directly boosts their revenue potential. Investors rotating out of Nvidia into its infrastructure beneficiaries could be a durable trade, not just a one-day pop. Nvidia's CPU ambitions and robotics push also open new revenue lanes that aren't yet priced into most models.
Next key dates: Nebius, CoreWeave, and Iren upcoming earnings calls for forward guidance on GPU utilization rates. Watch for Nvidia's next GTC or product event for H200 and Blackwell capacity updates. Monitor monthly CoreWeave investor disclosures as a publicly traded GPU cloud bellwether.
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