NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,

NVIDIA guided Q1 FY2027 revenue to approximately $78.0 billion, plus or minus 2%, and that guidance explicitly excludes any Data Center compute revenue from China. The demand pipeline underneath that number is staggering. CEO Jensen Huang stated at GTC 2026 that the company sees $1 trillion in orders for Blackwell and Vera Rubin through 2027. Partnerships with Meta, Anthropic, OpenAI, CoreWeave, AWS, Google Cloud, Microsoft Azure, and Oracle represent committed, multi-year infrastructure spending. CoreWeave ...