By Prosper Junior Bakiny
Publication Date: 2026-04-11 17:30:00
Nvidia (NVDA +2.59%) remains the leader in the artificial intelligence (AI) industry thanks to its market-leading advanced chips that are ideal for training AI models, as well as its CUDA software platform that unlocks the power of its chips and makes it hard for competitors to lure developers away, which has given Nvidia a competitive advantage that is hard to match.
However, the stock has lagged broader equities this year as some investors are increasingly convinced that the AI bubble will eventually burst. And on top of that, geopolitical tensions have rocked markets, prompting investors to rotate into safer, less volatile companies. Despite Nvidia’s perceived challenges, the stock is arguably a buy ahead of its first-quarter fiscal year 2027 results due May 20.
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One number to look at
For its Q1 2027, Nvidia expects revenue of $78 billion at the midpoint, representing a year-over-year increase of about 77%. The market is likely to shrug if Nvidia matches its guidance. By now, everyone is used to top-line growth in this range for the tech giant. However, one important number to watch will be the company’s guidance for the second quarter of fiscal year 2027. Here is why.
Nvidia is finally set to resume selling its H200 chips in China, after significant regulatory pressure from both the Chinese and U.S. governments last year that disrupted its business and eroded its market share in the country. Nvidia still maintains a 55% share of the…
