By Alex Sirois
Publication Date: 2026-08-13 11:05:00
Quick Read
NVIDIA’s Q1 revenue hit $82 billion, up 85%, with Data Center Networking surging 199% as agentic AI multiplies token demand across every data center.
INTC co-developed products using NVDA’s NVLink, showing that cloning a chip is far easier than replicating CUDA and the full software stack.
China export controls wiped out H20 shipments, yet Q2 guidance hits $91 billion assuming zero China Data Center revenue as non-China demand accelerates.
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I keep buying NVIDIA (NASDAQ:NVDA), and the buy button has become a habit. Every quarter sharpens the case for adding shares. This is my highest-conviction position because the world is rewiring itself around AI compute, and Jensen Huang’s company is the toll booth on the road everyone is paving.
AI is moving from single-shot chatbots to continuous, multi-step agentic workflows that multiply compute and memory demands on every data center. Huang put it bluntly on the last call: “The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” Reasoning models chew through a hundred to a thousand times more tokens than a one-shot query. Every token routes through NVIDIA silicon.
The Receipts I Keep Coming Back To
Q1 FY2027 revenue…
