I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Quick Read

• NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure.

• AMD’s MI-series and AVGO’s custom silicon both lack NVDA’s full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross margin.

• China’s export restrictions erased roughly $4.6B per quarter in H20 sales, yet management still guided Q2 revenue to $91B.

• Don’t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

I keep buying NVIDIA (NASDAQ:NVDA) shares, and the Aug. 26 earnings report is another reason to keep going.

Here is the plain version of what pulls me back to the buy button. Jensen Huang calls this “the largest infrastructure expansion in human history”, and every hyperscaler earnings report this cycle backed him up. Microsoft, Meta, Alphabet, and Amazon collectively guided to over $200 billion in AI infrastructure spend, and Nvidia commands over 80% market share in high-end AI accelerators. When the four biggest customers on the planet all commit to spending more, and one vendor sits in the middle of that check, I keep writing my own smaller checks into the same name.

The Numbers That Keep My Hand on the Buy Button

Start with the growth. Q1 FY27 revenue landed at $81.615 billion, up 85.23% year over year, beating estimates by…