By Alex Sirois
Publication Date: 2026-09-22 15:43:00
Quick Read
NVDA revenue hit $96B, up 106% year over year, with Data Center alone printing $89B and Q3 guided to $108B.
AMD and Broadcom ship credible chips, but neither matches NVIDIA’s CUDA moat or full-stack platform that converts hyperscaler capex into repeat orders.
Hyperscaler capex is guided to $800B in 2026 and $1.3T in 2027, yet NVIDIA can only supply about 70% of stated demand through fiscal 2028.
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I bought more NVIDIA (NASDAQ:NVDA) shares last week, and I will probably buy more this week. AI doom chatter fills every feed I open. My cost basis keeps climbing anyway, because the numbers coming out of this company describe a business that has become the electrical grid of a new computing era, and I want to own as much of that grid as I can before retirement.
Compute Is Revenue, and the Revenue Is Compounding
Q2 fiscal 2027 landed with revenue of $96.22B, up 105.85% year over year, clearing consensus by 4.51%. Non-GAAP EPS came in at 2.22 against a 2.0887 estimate, the fifth consecutive beat. Data Center alone printed $89.02B, up 117%, with Networking inside it up 138%. Management guides Q3 to $108.0B plus…
