Data centers are now being described as running in "hyperdrive" in 2026, and it is easy to see why. Big cloud players and enterprises are racing to build out AI capacity, and right at the center of this sits Nvidia (NVDA). CEO Jensen Huang has called it “the largest infrastructure expansion in human history”. That surge in demand is lifting the entire semiconductor chain, from GPUs to networking, and it is not slowing down. Nvidia has even doubled its demand outlook for its Blackwell and Rubin chips, with projected commitments that could top $1 trillion by 2027.
The company’s latest Q1 fiscal 2027 results beat expectations across the board, with revenue jumping 85% year-over-year (YOY) to a record $81.6 billion. On the back of that strength, management approved an $80 billion buyback and raised its quarterly dividend from $0.01 to $0.25 per share, a 2,400% increase, payable about a month out, on June 26.
