Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
Author Info
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Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$5.2T
Pitch Price
N/A
Price Target
N/A
Dividend
0.46%
EV/EBITDA
30.99
P/E
32.96
EV/Sales
20.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA Q1 Financial Year 2027 — Looking Through My and Jensen’s Strategic Glasses
NVDA (earnings): Q1 FY27 beat, $145B supply commitments, edge +29% YoY, physical AI >$9B TTM. Jensen reframes GPUs as 'AI factories' (tokens/watt, TCO, uptime) to shift buyer behavior toward infrastructure economics—better financing, depreciation, multiples. $1T Rubin/Blackwell visibility excludes $20B standalone Vera CPU. Four Vera use cases diversify revenue. Market split: hyperscalers ($3-4T capex by 2030, near-term ASIC risk) vs sovereign/neo/physical AI (long-term moat via best financeable platform). SRAM accelerators labeled 'niche.' Vera creates new CPU market for agent orchestration/tool use, not competing with AMD/Intel but defining architectural standard for agentic era.
Read full article (6 min)