After a period of accelerated expansion due to unprecedented demand for processors intended for artificial intelligence, Nvidia announces a revenue forecast of approximately 54 billion dollars for the third quarter, slightly below investors' expectations.

Although the company remains extremely profitable, with a market capitalization of over 4 trillion dollars and revenues of 46.7 billion in the previous quarter, this announcement marks a possible stabilization of the growth rate. Challenges related to exports to China and a potential reevaluation of the pace of investments in AI by major technology players may influence future developments. However, Nvidia's management remains optimistic in the long term, estimating that the AI infrastructure market could reach 3–4 trillion dollars by 2030.