NVIDIA reported fiscal 2026 revenue of $215.9 billion, up from $130.5 billion the prior year, with net income of $120.1 billion and an operating margin of 60.4%. In Q1 FY2027, revenue hit $81.615 billion, beating consensus by 3.16% on non-GAAP EPS of $1.87, marking a fourth straight beat. Data Center revenue reached $75.246 billion, up 92% year over year, with networking growing 199%. Gross margin was 75.0%, and Q2 guidance points to $91.0 billion in revenue. The company trades at 23x forward earnings with a PEG of 0.559 and a return on equity of 114.3%. Management authorized an $80.0 billion repurchase and raised the dividend from $0.01 to $0.25 per share. NVIDIA absorbed a $4.5B China inventory charge and shipped zero H20 units there, yet total supply commitments stand at $119B. CEO Jensen Huang said, "The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed." Compared to alternatives, Broadcom's CEO targets over $100 billion in AI revenue by 2027, while NVIDIA already printed $75.2 billion in Data Center revenue in a single quarter. Marvell trades at 47x forward earnings, roughly double NVIDIA's 23 forward multiple.