Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion

Nvidia delivered a solid quarter and issued a fiscal 2028 outlook that “nobody had modeled,” signaling a step-change in forward momentum. The piece highlights Nvidia’s Vera Rubin ramp as the fastest in company history, paired with a cited $40B of content per gigawatt. It also argues that OpenAI’s custom “Jalapeño” silicon poses a more limited threat than feared, supporting a constructive read-through for Nvidia’s AI platform demand.