Did the revenue of Nvidia for the quarter ended October 25, 2026 grow at or above 90.0% 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 90.0%; no if it is below 90.0%.
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
Software margins hold or Nvidia's slips below 70%
No if growth falls short of 90 percent, meaning demand or supply came in a bit below consensus expectations.
If yes
Margin migrates to chips and power
Yes if growth reaches 90 percent or more, close to what market consensus currently expects for this quarter.
50%
NoYes
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— CallOct 22
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The trail · since Oct 22
the Call 52, recorded Oct 22machines 2 runsreaders show from 5
The case · 7 people · 2 minutes
Software margins hold or Nvidia's slips below 70%2 people argue noMargin migrates to chips and power5 people argue yes
As businesses spend more on AI tokens and evaluate suppliers on product execution and cost efficiency rather than raw model power, enterprises shift spending toward the provider with the best cost structure, product-market fit, and credibility.…
Chipmakers and capital equipment providers serving AI infrastructure demands significantly outperform software companies, which face slower enterprise IT budgets, elongated sales cycles, and cautious spending by smaller businesses. Software has…
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.
The Call · Thesis 49 · Margin migrates to chips and power
The house leans to "Margin migrates to chips and power".
2 models ran this one. Their numbers and reasons appear after you lock yours.
The thesis
Will large software firms' gross margins drop a point or more by Q3 2027 while Nvidia's stays at or above 70%?
The idea: AI inference costs are climbing faster than software revenue, squeezing software profitability while chipmakers keep their fat margins, moving profit upstream to silicon.