Nvidia's revenue outlook, Meta's $16.7B settlement, mail-in voting and more in Morning Squawk
- ID
- 18579
- Status
- summarized
- Published
- 27 Aug 2026, 8:44 PM
- Fetched
- 27 Aug 2026, 9:39 PM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/08/27/5-things-to-know-before-the-stock-market-opens.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 4.5
- Created
- 27 Aug 2026, 9:40 PM
- Tags
- Audience
- developersai_ml_learnerssaas_founders
What happened
Nvidia beat quarterly expectations with over 100% YoY revenue growth and forecast 70% revenue growth for fiscal year 2028, well above analysts' 44% projection. AWS committed to purchasing 2 million Nvidia GPUs, signaling continued hyperscaler demand despite supply constraints.
Why it matters
If you build on AWS and rely on GPU capacity for AI workloads, AWS's 2-million-GPU commitment suggests capacity may loosen over time but also signals continued intense competition for compute. Nvidia's 70% growth forecast indicates AI infrastructure spending is not slowing, which affects budgeting for any team shipping GPU-dependent features.
Discussion angle
What does AWS's 2-million-GPU purchase mean for Malaysian builders waiting on GPU quotas, and should teams lock in cloud commitments now or bet on pricing dropping as supply improves?