Episode Details

NVIDIA just printed a massive $68.1B quarter while unilaterally blowing up Big Tech's favorite accounting trick.

In ~10 minutes:

• Why an $11B QoQ data center jump left the stock completely flat. 📉

• How returning $1.9B of stock-based comp changes tech profit optics.

• The shift to "Agentic AI" and the explosion of token generation. 🤖

• Jensen Huang's "dielet tax" warning to competitors relying on chiplets.

NVIDIA's scale continues to defy gravity, generating $35B in free cash flow as its networking division alone exploded to $11B in quarterly revenue. But with a surprisingly muted $3.8B in stock buybacks and the looming Vera Rubin architectural transition, Wall Street is aggressively searching for a ceiling. We break down the ecosystem pricing power, the staggering $10B Anthropic stake, and the fascinating reality of sending Hopper GPUs into orbit.

NVIDIA Corporation (NVDA) | Q4 FY2026

AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.