NVDA QJan26
- Q/Q Incremental DC revenue alone bigger than some of the biggest fabless companies (QCOM); DC 91% of revenue, up from 60% just 8 quarters ago- Re-acceleration in Q3/Q4 FY26 (+25%, +22% QoQ) as Blackwell ramped to ~2/3 of DC revenue by Q4- 9 GW of Blackwell infra deployed and consumed- Top 5 CSPs account for 50%+ of DC revenue; claims Non-hyperscaler customer base is very fast-growing- 36% of total revenue from just two direct customers ($78B)Source: Sravan Kundojjala
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