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The AI Chip Wars: Is NVIDIA's Moat Under Siege?
At $4.8 trillion, the market is pricing NVIDIA for execution near perfection. Here's what that bet actually requires.
May 6, 2026EverVests Insight
NVIDIA has never been more dominant. The math (and history) says it cannot stay that way.
NVIDIA just printed $68.1 billion in fourth-quarter revenue. Year-over-year growth: 73 percent. Non-GAAP gross margin: 75.2 percent.
For the full fiscal year, revenue hit $215.9 billion, up 65 percent from the prior year.
These are the numbers of an empire at its peak.
That word — peak — is t...
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