Did the revenue of Nvidia for the quarter ended October 25, 2026 grow at or above 96.0% 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 96.0%; no if it is below 96.0%.
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 growth hits 96 percent or more, which would mean demand stayed nearly as strong as the prior quarter's pace.
If yes
SMIC stays the sole confirmed source
No if growth lands below 96 percent, suggesting some cooling from the prior quarter's faster year over year gain.
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 30, 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
Once the manufacturing knowledge behind N+2 and N+3 is transferred to HLMC/Hua Hong and the same learning feeds accelerator programs, no single entity remains the bottleneck, so an entity-list approach aimed at SMIC alone stops controlling the…
Western sanctions restricted access to US AI tools in Russia since 2022, and China requires local hosting and censorship compliance. These policy barriers created gaps that local products like Yandex's Alice, Sber's GigaChat, and China's Doubao and…
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.