Did the revenue of Nvidia for the quarter ended October 25, 2026 grow at or above 86.0% 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 86.0%; no if it is below 86.0%.
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
Process knowledge diffuses beyond SMIC
Yes if Nvidia's reported revenue growth hits 86 percent or more, matching the strong demand trend seen in recent quarters.
If yes
SMIC stays the sole confirmed source
No if growth comes in under 86 percent, as the prior quarter's year over year gain was above this level and could cool.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
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— CallOct 22
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The trail · since Oct 22
the Call 62, recorded Oct 22machines 2 runsreaders show from 5
The case · 4 people · 2 minutes
Process knowledge diffuses beyond SMIC1 people argue noSMIC stays the sole confirmed source3 people argue yes
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What would change the Call
Nvidia's 10-Q or 10-K filing on SEC EDGAR showing the actual revenue for both quarters would settle this.
2 models ran this one. Their numbers and reasons appear after you lock yours.
The thesis
Will a mainland Chinese foundry other than SMIC publicly confirm volume production at a 7nm-class (N+2) or better logic node before 2027-12-31?
Process learning diffuses from SMIC to Hua Hong/HLMC and other domestic fabs, widening the choke point so that entity-list controls aimed at single firms stop determining outcomes.