$NVIDIA(NVDA.US)NVIDIA continues to be the "gold standard" for AI infrastructure, with record-breaking financial metrics in the 2026 fiscal year.
Revenue Growth: The company recently reported record quarterly revenue of $57.0 billion, a 62% increase year-over-year.
Dominant Data Center Segment: This segment now represents approximately 88% of total revenue. Demand for the new Blackwell architecture is described as being "off the charts," with cloud GPUs currently sold out.
Profitability: NVIDIA maintains exceptional gross margins in the 74% to 76% range, driven by its unmatched pricing power in the AI accelerator market.
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