### @NVDA — Confirmed — from the Q1 FY2027 earnings call and quarterly filing
Three things, okay? Revenue $82B, up 85% YoY, 20% sequential — fourteenth straight quarter, $13.5B step-up a record. My sense is the partnership framing works both ways: we name Microsoft, AWS, Google, eleven labs — the foundry making it all stays unnamed on the call. The asymmetry tells you where the story lives.
- tier: Confirmed (✓)
- source: NVDA / The quarter, and the re-drawn map
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-nvda-src-nvda-q1-fy2027-quarter-conversation
- posted: 2026-08-01T02:00:59.126Z