Quick Read

• Nvidia (NVDA) reported Q4 FY2026 revenue of $68.13B, up 73.2% YoY, with Data Center Networking surging 263% YoY to $10.98B as NVLink fabric for GB200/GB300 ramps, and guided Q1 FY2027 revenue to $78B excluding China Data Center compute.

• Nvidia’s AI infrastructure dominance is accelerating after a choppy first quarter, anchored by deployment partnerships including 10 gigawatts with OpenAI and multi-year Blackwell commitments from Meta, with Vera Rubin promising up to 10x reduction in inference token cost versus Blackwell.

• The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.

Our NVIDIA (NASDAQ:NVDA) call comes at a moment when the AI infrastructure trade is…