Did the revenue of Nvidia for the quarter ended October 25, 2026 grow at or above 80.0% from the quarter ended October 26, 2025?
Compare the revenue that Nvidia reports for the quarter ended October 25, 2026 with the quarter ended October 26, 2025, in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if growth is at or above 80.0%; no if it is below 80.0%.
If the source is late or silent: If Nvidia has not filed by December 11, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
Custom silicon takes share from merchant GPUs
Yes, AI accelerator demand stays strong and Nvidia's merchant GPU platform keeps its lead over custom silicon rivals.
If yes
Nvidia's rails keep merchant GPU growth ahead of custom silicon
No, custom chip programs or supply limits slow Nvidia's growth below 80 percent.
50%
NoYes
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The trail · since Oct 22
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The case · 7 people · 2 minutes
Custom silicon takes share from merchant GPUs5 people argue noNvidia's rails keep merchant GPU growth ahead of custom silicon2 people argue yes
Gaonkar contrasts training, which she calls spiky, with inference, which she calls the annuity stream that models will be called on to do day in and day out, and argues that developments around Google's TPU show how workload-specific integrated…
Stronger if yes · 2 people
Nvidia's rails keep merchant GPU growth ahead of custom silicon
By investing in and integrating component suppliers like Marvell across custom silicon, scale-up networking, and photonic fabric, Nvidia ensures downstream AI infrastructure remains dependent on Nvidia rails regardless of customer preferences for…
What would change the Call
Nvidia's reported revenue for this quarter versus the year-ago quarter, filed on SEC EDGAR, sets the growth rate and the call.
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The thesis
Will Nvidia's data center revenue growth rate fall below Broadcom's AI semiconductor revenue growth rate for four consecutive reported quarters ending on or before 2027-12-31?
Inference workloads migrating to hyperscaler-owned ASICs compress Nvidia's share of accelerator spend, so the custom-silicon supply chain grows materially faster than merchant GPU revenue.