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
Software margins hold or Nvidia's slips below 70%
Expects falling inference costs or software firms capturing more value to slow Nvidia's revenue growth below doubling.
If yes
Margin migrates to chips and power
Expects chip and power scarcity to keep Nvidia's pricing power strong, pushing revenue growth to double or more.
50%
NoYes
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The trail · since Oct 22
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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
A results calendar consensus revenue figure for the quarter, or an early print showing growth clearly above or below 100 percent, would move the number.
The Call · Thesis 49 · Margin migrates to chips and power
The house leans to "Margin migrates to chips and power".
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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.