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Listen "NVIDIA Q1 FY26: AI Dominance, China Headwinds, Blackwell Ramp"
Episode Synopsis
In this episode of Know What You Are Investing, we break down NVIDIA’s Q1 FY26 results:📊 Record $44.1B revenue driven by Data Center expansion💻 Blackwell platform ramping at historic speed🌐 AI factories scaling across the globe🇨🇳 China export controls result in $4.5B hit🤖 Rise of reasoning AI and agentic AI shaping future compute demandDespite regulatory headwinds, NVIDIA’s strategic AI roadmap and aggressive product cadence through 2028 keep it at the center of the global AI infrastructure revolution.
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