Nvidia's $96.2B Q2 Earnings: What the Vera Rubin Price Hike Means for AI Infrastructure Costs
Nvidia posted $96.2B Q2 revenue (beating $92.2B estimates) and warned hyperscalers of 15%+ price hikes on Vera Rubin and Blackwell systems in 2027. This analysis examines what rising GPU costs mean for AI agent builders and inference economics.