By Douglas A. McIntyre
Publication Date: 2026-08-12 13:37:00
Quick Read
Nvidia’s $81 billion quarterly revenue, growing 85% year-over-year, puts it on pace to overtake Amazon atop the Fortune 500 within years.
NVDA’s $500B data center partnership with Goldman Sachs (GS) channels debt financing back as Nvidia revenue, sustaining its 60%-plus quarterly growth.
At $5.4 trillion market cap, Nvidia needs to roughly double to hit $10 trillion, which is far less dramatic than its 977% five-year stock run.
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AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world that say it will transform the way their employees work and pave a golden road to profits. It has also made untold numbers of people richer via ownership of its stock and the constellation of AI-related companies that surround it. Many of these have been helped by investments from Nvidia (NASDAQ: NVDA), or loans that will make them grow faster. If AI is the world’s most important technology development, Nvidia sits in the middle of its future.
After dozens of deals, it has financial relationships and ownership in Anthropic, OpenAI, Intel (NASDAQ: INTC),…
