The One Number That Decides NVIDIA’s Fate

Quick Read NVIDIA (NVDA) guided Q1 FY2027 revenue to $78B. This beat analyst expectations decisively. NVIDIA’s guidance excludes all Data Center compute revenue from China due to geopolitical constraints. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. When NVIDIA reported Q4 FY2026 revenue of $39.33 billion on February 25 — wait, scratch that — $68.13 billion — the number that mattered most wasn't what already happened. It was what comes next. For a comp ...