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

I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) 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 3.16%. Non-GAAP EPS came in at $1.87 versus a $1.7738 estimate, the fourth consecutive beat. Data Center revenue alone was $75.246 billion, up 92% YoY, with networking up 199%. Management guided Q2 FY27 to $91 billion, sequential acceleration on a base that already dwarfs the industry.

Then the moat. Nvidia carries $119.0 billion of supply commitments and $30.0 billion of multi-year cloud service commitments. That is visibility. OpenAI committed to 10 gigawatts of Nvidia systems, Meta signed a multigenerational deal across millions of Blackwell and Rubin GPUs, and CoreWeave is targeting 5+ gigawatts of AI factories by…