---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000490728.md"
description: "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"
datetime: "2026-02-26T12:37:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000490728.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000490728.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000490728.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# NVDA QJan26- Q/Q Incremental DC revenue alone bigg…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [QCOM.US](https://longbridge.com/en/quote/QCOM.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**