NVIDIA is acquiring long-haul dark fiber across the United States, with fiber counts reaching up to 100 pairs nationwide, potentially pre-wiring corridors for neocloud customers like CoreWeave to narrow the infrastructure gap with hyperscalers such as Microsoft and Amazon. The stock trades at $212.06, with a trailing P/E of 31.7, ROE of 101.5%, and a 60.4% operating margin as of FY2026. By comparison, Coherent carries a trailing P/E of 151.06, with ROE of 4.72% and a 13.6% operating margin. NVIDIA recently boosted its quarterly dividend from $0.01 to $0.25 per share and added an $80 billion buyback authorization. Q1 FY2027 free cash flow hit $48.55 billion, up 85.4% year over year, while CoreWeave posted negative free cash flow of $4.71 billion and $50.8 billion in total liabilities last quarter. NVIDIA’s Q1 FY2027 revenue reached $81.61 billion, up 85.2% year over year, with Data Center Networking hitting $14.8 billion, up 199%. Management guided Q2 revenue to $91.0 billion at a 75.0% gross margin, and disclosed $119.0 billion in supply commitments and multi-year optics agreements with Coherent, Lumentum, and Corning