Share

Nvidia Earnings, The AI Stack, Nvidia’s New Reporting

By Stratechery by Ben Thompson May 26, 2026 · Edited May 26, 2026
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.

Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.

Write a comment
No comments yet.