NVIDIA isn't measured per chip, but per Gigawatt of deployed AI factory capacity.With $35B of NVDA content per $50-60B GW factory, operating leverage generated a 44.8% FCF margin in FY26. However, top 5 hyperscalers account for >50% of Data Center revenue while developing custom in-house silicon.#NVIDIA #Semiconductors #AI
NVIDIA isn't measured per chip, but per Gigawatt of deployed AI factory capacity.With $35B of NVDA content per $50-60B ...
