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Key HighlightsNVIDIA's Rubin platform is expected to begin shipping in the second half of fiscal year 2027, marking the next major architectural transition after Blackwell, which currently accounts for the majority of system shipments.NVIDIA has adopted an annual new architecture cadence for its Data …
Key HighlightsIn Q1 FY2027, NVIDIA deployed $18.6 billion into private companies and infrastructure funds, a sum that exceeds the annualVenture Capitaldeployment of most developed economies.Non-marketableEquitysecurities on NVIDIA'sBalance Sheetmore than doubled from $22.3 billion to $43.4 billion in a single quarter, with cumulative gross unrealised …
Key HighlightsNVIDIA had $119 billion inManufacturing,Supply, and capacity commitments as of April 26, 2026, with $95 billion payable in the remainder of fiscal year 2027 alone.An additional $30 billion in multi-year cloud service agreement commitments and $27 billion inInvestmentcommitments were outstanding as of the …
Key HighlightsRevenuefrom customers headquartered outside the US fell from 42% of total revenue in Q1 FY2026 to just 22% in Q1 FY2027, as export controls effectively removed China's data centre market from NVIDIA's addressable base.China revenue (including Hong Kong) collapsed from $9.66 billion in …
Key HighlightsNVIDIA posted Q1 FY2027Revenueof $81.6 billion, up 85% year-on-year and 20% sequentially, driven almost entirely by its Compute and Networking segment.GrossMarginexpanded to 74.9% from 60.5% in Q1 FY2026, withOperating Incomeof $53.5 billion representing a 147% year-on-year increase.Net Incomefor the quarter was $58.3 billion, …
Key Highlights
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The Microchip Monolith: Why Electronic Technology Continues to Devour the Market
Alphabet, the parent of Google, is moving to raise a substantial sum from public investors to help finance its sprawling artificial intelligence buildout, a step that underscores how even the world’s largest cash generators are tapping the public markets to keep pace with the …
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