By Vandita Jadeja
Publication Date: 2026-05-15 21:11:00
NVIDIA (NASDAQ: NVDA) closed its fiscal year on Feb. 25, 2026 with $68.13 billion in Q4 revenue, up 73.2% YoY. Alphabet (NASDAQ: GOOG) followed in late April with $109.90 billion in Q1 revenue and a $460 billion Cloud backlog. Both earnings reports frame the same AI build-out from opposite ends: NVIDIA sells the shovels, Alphabet … Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance
