NVIDIA’s Shocking Slowdown Could Be a False Alarm
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Rick Orford - Trading Stocks and Options For AllIndependent analyst profile- Source published
- 20 Aug 2026, 16:00 UTC
- Recorded by Tahlil Plus
- 20 Aug 2026, 18:47 UTC
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NVIDIA's Q1 FY27 earnings report showed a sequential growth of 11.5%, a slowdown from the previous 20%. The company reported strong performance in its data center segment, with hyperscale revenue up 92% year-over-year and AI accelerator market share estimated at 70-75% through 2030. However, the bear case highlights significant customer concentration risk, with over 50% of data center revenue coming from a handful of cloud giants who are also investing in their own chip development, potentially reducing reliance on NVIDIA. Additionally, the report noted that memory and packaging supply chains remain tight, with NVIDIA sold out. Despite these factors, the company provided a positive Q2 FY27 outlook, guiding for revenue of $91 billion, with a range of +/- 2%, and maintaining gross margins around 75%. Investors are closely watching the next revenue guide and sequential growth trends, as the market seems to be pricing in a slowdown while fundamentals, supported by hyperscaler spending, keep the bull case intact. The valuation may be compressed even if the stock price doesn't fall due to steady margins.
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Rick Orford - Trading Stocks and Options For All
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