Did the revenue of Nvidia for the quarter ended October 25, 2026 grow at or above 100.0% 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 100.0%; no if it is below 100.0%.
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 if Nvidia GPU demand stays so strong that revenue more than doubles from a year earlier.
If yes
Nvidia's rails keep merchant GPU growth ahead of custom silicon
No if growth cools below a full doubling as custom chips or other factors slow the pace.
50%
NoYes
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— CallOct 22
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The trail · since Oct 22
the Call 27, recorded Oct 22machines 2 runsreaders show from 5
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 the quarter ended October 25, 2026 in its SEC filing would move 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.