I’m Buying More and More Nvidia Because Of One Massive AI Transition Underway

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.

• 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), 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…