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Goldman Sachs analyst Jim Schneider stated in a CNBC interview that NVIDIA's latest financial results for the second quarter of FY2027 exceeded market expectations, and the revenue guidance for the next quarter is also higher than analysts' estimates.

Driven by the company's optimistic outlook on revenue growth for the next fiscal year, NVIDIA's stock price rose by about 4% after hours.

Schneider pointed out that NVIDIA expects to achieve approximately 70% revenue growth in FY2028, demonstrating that the demand for AI infrastructure remains robust.

The market's current focus has shifted from short-term performance to whether the AI computing power investment cycle can continue and whether NVIDIA's expectations for high-speed growth in the coming years can be met.