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Sentiment · FY2027 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We leverage Nemotron with NVIDIA.”
CrowdStrike leverages NVIDIA's Nemotron models within its AI stack, a read-through of NVIDIA's model/software adoption by security vendors.
“we saw a change in the quarter towards GB 300. So in our backlog of $18.4 billion there's been a significant shift towards GB 300 as expected.”
Dell's AI-server backlog is shifting toward NVIDIA's newest GB300 platform, signaling strong demand for NVIDIA's latest Blackwell generation.
“some of the recent comments that have been coming from NVIDIA around the potential vertical integration that they're doing, getting a little bit more involved in in in the supply chain”
An analyst raises NVIDIA's move toward vertical integration deeper into the AI server supply chain, a potential competitive dynamic for Dell as a key NVIDIA GPU customer.
“Jensen Huang summed up our market position best saying, quote, I can't imagine a better defender than CrowdStrike Holdings, Inc. End quote, on the stage at NVIDIA GTC in Washington DC.”
NVIDIA CEO Jensen Huang publicly endorsed CrowdStrike at NVIDIA GTC; the two are partnering to secure AI infrastructure at the source.
“We announced the development of modular data center systems with NVIDIA, reimagining deployment for speed and scale”
Flex partnered with NVIDIA to develop modular data center systems, a read-through on NVIDIA's push into integrated data center infrastructure deployment.
“NVIDIA's next-generation Vera CPU features 88 Arm Holdings plc American Depositary Shares-based cores, up from 72 cores in the gray CPU generation.”
NVIDIA's next-generation Vera CPU increases its Arm-based core count, reinforcing Arm's role in AI data center architectures.
“if you look forward to GTC from NVIDIA next week, you will see an announcement from them.”
Oracle relies on NVIDIA accelerators for its AI infrastructure and points to NVIDIA's GTC announcements as central to inference latency innovation.
“industry stalwarts like NVIDIA continue to choose CrowdStrike Holdings, Inc. as their cybersecurity partner of choice”
NVIDIA is both a CrowdStrike customer and integration partner, with Falcon Cloud Security integrated into NVIDIA's LLM NIM microservices and Nemo Safety.
“I know NVIDIA this week talked about scale out or scale across networks.”
An analyst frames NVIDIA's scale-across networking positioning as a competitive/industry backdrop for Marvell's own scale-up interconnect opportunity.
“NVIDIA last night talked about improvement -- sequential improvement in Hopper business for them.”
An analyst notes NVIDIA reported sequential improvement in its Hopper business; Dell links this to enterprises buying air-cooled Hopper and RTX systems for existing data centers.
“We were the first in the world to ship both the NVIDIA GB200 NVL72 solution last year and the GB300 NVL72 in July to CoreWeave”
Dell was first to market shipping NVIDIA's GB200 and GB300 NVL72 systems, underscoring strong demand pull-through for NVIDIA's Blackwell AI platforms.
“the announcement we had with NVIDIA yesterday is a really exciting announcement. It is more around deploying ready-to-use modular infrastructure for data centers”
Flex announced a partnership with NVIDIA to deploy ready-to-use modular data-center infrastructure integrating compute, power and cooling.
“You talked about some of the strategic investments that you've made into Anthropic and potentially OpenAI, [ CoreWeave ] as well but also partners, Intel, Nokia, Synopsys.”
Analyst notes Intel among NVIDIA's strategic investments/partners, referencing NVIDIA taking a stake to grow its ecosystem position.
“The first passenger car featuring Alpamyo built on NVIDIA DRIVE, will be on the road soon in the new Mercedes-Benz CLA.”
Mercedes-Benz CLA is the first passenger car to feature NVIDIA's Alpamayo models on NVIDIA DRIVE, an automotive design-win read-through.
“Robotaxi rides are growing exponentially with commercial fleets from Waymo, Tesla, Uber, WeRide and Zoox, and many others are expected to scale from thousands of vehicles in 2025 to millions over the next decade, creating a market poised to generate hundreds of billions of dollars of revenue.”
Uber named among commercial robotaxi fleets scaling on NVIDIA-powered autonomous platforms.
“Robotaxi rides are growing exponentially with commercial fleets from Waymo, Tesla, Uber, WeRide and Zoox, and many others are expected to scale from thousands of vehicles in 2025 to millions over the next decade, creating a market poised to generate hundreds of billions of dollars of revenue.”
Tesla named among robotaxi fleets scaling exponentially, part of a market NVIDIA expects to demand far more compute.
“Robotaxi rides are growing exponentially with commercial fleets from Waymo, Tesla, Uber, WeRide and Zoox, and many others are expected to scale from thousands of vehicles in 2025 to millions over the next decade, creating a market poised to generate hundreds of billions of dollars of revenue.”
Waymo (Alphabet) named among robotaxi fleets scaling on NVIDIA's platform, implying growing autonomous-vehicle compute demand.
“NVIDIA's powered robots and autonomous machines for leading companies, including Boston Dynamics Caterpillar, FranKaufman Hall Robotics, LG Electronics and NEURA Robotics.”
Caterpillar named among leading companies building robots and autonomous machines on NVIDIA's robotics platform.
“we also announced new expanding partnerships with Dassault Systemes, Siemens and Synopsys to bring NVIDIA AI infrastructure Omniverse digital twins, World Models and CUDA-X libraries to millions of researchers, designers and engineers building the world's industries.”
Expanded NVIDIA partnership with Synopsys to bring AI infrastructure and digital-twin tooling to industrial engineers, a positive collaboration signal for Synopsys.
“we recently entered into a nonexclusive licensing agreement with Grok for its low latency inference technology and welcome the team of brilliant engineers to NVIDIA.”
NVIDIA licensing Grok's low-latency inference technology and absorbing its engineers, to be extended into NVIDIA's architecture like Mellanox.
“We recently celebrated OpenAI's launch of GPT-5.3-Codex trained with and inferencing on Grace Blackwell NVLink 72 systems.”
OpenAI training and inferencing its GPT-5.3-Codex on NVIDIA's newest systems, with NVIDIA saying a partnership agreement is close.
“This quarter, we announced a partnership with Anthropic, and a $10 billion investment in their company.”
NVIDIA's $10B investment and partnership with Anthropic, which will train and infer on Grace Blackwell and Vera Rubin, points to large committed AI compute demand.
“In Q4, we announced that we will enable AWS with NVLink to integrate with their custom silicon.”
NVIDIA enabling AWS to pair NVLink with Amazon's custom silicon indicates deeper integration between NVIDIA networking and AWS in-house chips.
“Last week, we announced that Meta is deploying millions of Blackwells and Rubin GPUs, NVIDIA CPUs and Spectrum x Ethernet for training and inference.”
Meta committing to millions of NVIDIA GPUs signals a very large AI infrastructure buildout at Meta Superintelligence Labs.
NVIDIA closed FY26 with record Q4 revenue of $68 billion, up 73% year-over-year and accelerating from Q3, generating $35 billion of free cash flow in the quarter and $97 billion for the fiscal year. Gross margins expanded to 75.2% non-GAAP. Data center revenue acceleration continued, networking revenue surged, and sovereign AI tripled. Blackwell was scaling with Rubin on track. Management introduced FY27 guidance elements and guided Q1 FY27 revenue to $78 billion, framing the multi-year opportunity as exceeding the prior $500 billion estimate.
Product Launch | Demand | Revenue Growth | Innovation & R&D | Capex Investment | Competitive Dynamics | Cloud & AI | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 4 | 3 | 2 | 2 | 2 | 3 | 3 | |
| 2025Q4 | 5 | 4 | 3 | 4 | 1 | 1 | 2 | |
| 2026Q1 | 2 | 4 | 3 | 2 | 1 | 2 | 1 | |
| 2026Q2 | 4 | 5 | 5 | 1 | 2 | 2 | ||
| 2026Q3 | 2 | 2 | 2 | 1 | 4 | 2 | 1 | 2 |
| 2026Q4 | 4 | 4 | 3 | 5 | 4 | 5 | 3 | 2 |
| 2027Q1 | 3 | 1 | 3 | 2 | 1 | 4 | 1 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Product Launch | 4 | 5 | 2 | 4 | 2 | 4 | 3 |
| Demand | 3 | 4 | 4 | 5 | 2 | 4 | 1 |
| Revenue Growth | 2 | 3 | 3 | 5 | 2 | 3 | 3 |
| Innovation & R&D | 2 | 4 | 1 | 1 | 5 | 2 | |
| Capex Investment | 2 | 2 | 2 | 4 | 4 | 1 | |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 5 | 4 | |
| Cloud & AI | 3 | 1 | 2 | 1 | 3 | 1 | |
| Supply Chain | 3 | 2 | 1 | 2 | 2 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vivek Arya | Bank of America | 8 (0%) |
| Ben Reitzes | Melius Research | 8 (13%) |
| Joe Moore | Morgan Stanley |
| Tim Arcuri | UBS | 7 (14%) |
| CJ Muse | Cantor Fitzgerald | 7 (0%) |
| Aaron Rakers | Wells Fargo | 6 (17%) |
| Stacy Rasgon | Bernstein | 5 (0%) |
| Jim Schneider | Goldman Sachs | 4 (0%) |
| Atif Malik | Citigroup | 3 (0%) |
| Mark Lipacis | Evercore ISI | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 8 (0%) |
| Melius Research | 1 | 8 (13%) |
| Cantor Fitzgerald | 1 | 7 (0%) |
| Morgan Stanley | 1 | 7 (0%) |
| UBS | 1 | 7 (14%) |
| Wells Fargo | 1 | 6 (17%) |
| Goldman Sachs | 2 | 6 (17%) |
| Bernstein | 1 | 5 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NVDA NVIDIA Corporation | 9 | +85.2% | |
| ADI Analog Devices | 9 | +37.3% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 10 | +47.9% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +345.7% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |