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NVIDIA: Jensen Huang Exits - NVIDIA Loses Its Soul, So Why Are Chinese Assets Paying the Price?
Leadership change is only the starting gun; with remote compute locked, the open-source ecosystem may split into separate US and China stacks
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NVDA: Delivery Over Specs — Who Is Jensen Huang's Cost Calculus For?
Below is Dolphin Research's Trans of the NVIDIA GTC Europe (Oct 21, 2026; Berlin) CEO keynote. This session was a keynote with no Q&A.
Core takeaways as organized by Dolphin Research: Jensen Huang's remarks focused on the 'European narrative', 'AI factories', 'agents and software coexisting', and 'physical AI'.1) European narrative: given the Europe-based venue, he emphasized Europe should shift from 'using AI' to 'building AI', following a five-layer stack from energy → compute → AI factories → models → applications...+4D![图片 1，共 1 张]()
NVDA (Trans): Demand to grow 70%+ next year; cloud backlog tops 2 tn
Q2 revenue reached $96bn, doubling YoY, and the company for the first time guided FY28 growth at approx. 70%.
This figure is supply‑constrained, with underlying demand growth near 100%.Rising memory prices will compress GPM to a Q4 low of 71–72%, while non‑hyperscaler ACIE is set to account for half of the data center business.D![DY]()
![NVIDIA Datacenter Revenue C厂 90，000 154.5% Research DolphinResear olphinResearch]()
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NVDA: Another 70% Next Year; AI compute money printer running hot!
NVIDIA (NVDA.O) released its FY2027 Q2 results after the US close, in the early hours of Aug 27, 2026 Beijing time. The quarter ended Jul 2026.
1) Data Center: $NVIDIA(NVDA.US) revenue was $89.0bn this quarter (+$13.8bn QoQ), beating the Street at $86.0bn. Growth was driven mainly by Blackwell shipments.
The Rubin lineup starts shipping in Q3. It will gradually replace Blackwell and enable a product upgrade cycle...
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![NVIDIA (NVDA.O)FY1Q27 Financial Performance (in US$ million) 1Q24A 2Q24A 3Q24A 4]()
NVDA (Trans): Vera CPU alone could deliver $20bn in revenue this year
Below is Dolphin Research's Trans of $NVIDIA(NVDA.US) FY27 Q1 earnings call.
For the earnings analysis, please see 'NVIDIA: Rising competition, shifting AI bottlenecks — can even a market darling stumble a bit?'I. Core takeaways from the earnings report
1) Shareholder returns: the company returned a record $20bn to shareholders this quarter. The quarterly dividend was raised to $0.25 per share from $0.01, and an additional $80bn share repurchase authorization was approved.D![DY]()
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NVDA: With Big Tech going in-house, can Jensen Huang find new allies?
NVDA released FY2027 Q1 results after the US close in the early hours of May 21, 2026 Beijing time (quarter ended Apr 2026). 1) Core operating metrics: $NVIDIA(NVDA.US) delivered revenue of $81.6bn, beating the raised buy-side estimates ($78–80bn).
QoQ revenue increased by $13.5bn, driven almost entirely by the Data Center segment as Blackwell moved into volume production.GPM was 74.9%, down 10bps QoQ...D![图片 1，共 1 张]()
NVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returns
Below is Dolphin Research's Trans from NVDA's GTC 2026 analyst session. For our readout on the GTC conference, see 'NVDA GTC: The AI gala—high hopes, letdown?'. I. $NVIDIA(NVDA.US) analyst session key takeaways.
1) Demand outlook: Committed demand for Blackwell + Rubin through end-2027 exceeds $1tn (POs and firm commitments), excluding new products such as Rubin Ultra, Feyn, a standalone Vera CPU, and Groq. Orders are expected to continue building on this base...D![D NVIDIA Q]()
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NVDA (GTC Trans): LPU re-architects AI inference; AI factories aim for space---
For detailed commentary, see 'NVIDIA GTC: AI’s Spring Gala — High Hopes or Letdown?'.
Below is the full transcript of $NVIDIA(NVDA.US) GTC.Jensen Huang, NVIDIA’s founder and CEO, delivered the keynote at GTC 2026.
Key topics included the 20th anniversary of the CUDA platform, the inference inflection and a surge in compute demand, the Vera Rubin system architecture, Groq integration, the OpenClaw agent revolution, and physical AI and robotics. CUDA at 20 and the platform flywheel: CUDA has been around for 20 years...D![DY]()
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NVDA GTC: AI's Big Show — High Hopes In, Disappointed Out?---
On Mar. 16, 2026, Jensen Huang, founder and CEO of NVIDIA, delivered the keynote at GTC 2026.
Core themes included the 20th anniversary of the CUDA platform, the inference inflection and a surge in compute demand, the Vera Rubin system architecture, Groq integration, the OpenClaw agent revolution, and physical AI and robotics...D![nVIDIA]()
![NVIDIA(NVDA.O) FY4Q26 Financial Performance (in US$ million) 4Q23A 1Q24A 2Q24A 3]()
NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized ---
Below is Dolphin Research's transcript of NVIDIA's FY2026 Q4 earnings call; for our take, see 'NVIDIA: Earnings Frenzy vs. Cold Stock — Is the No. 1 Stock in the Universe Losing Favor?'$NVIDIA(NVDA.US)
Key takeaways: (1) FY2027 guide: full-year non-GAAP GPM to hold around 75% (mid-70s), in line with last quarter's commentary.
Maintaining that margin hinges on continued generation-to-generation performance leaps for customers. If perf-per-watt gains meaningfully outpace Moore's Law...