Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors.

SHOW: 978

SHOW TRANSCRIPT: The Cloudcast #978 Transcript

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SHOW NOTES:

• NVIDIA Earnings (Q3FY2026 - November 2025)

WHAT WILL BE THE NEW METRICS AND MILESTONES TO TRACK?

• Customer Revenues (e.g. CoreWeave, OpenAI)
• “Alternatives” Revenues (e.g. Google/TPUs, AMD, China, etc.)
• Customer Success Stories (%ROI, Business Differentiation, Business Acceleration)
• Growth of Data Centers (e.g. buildouts, zoning approvals, etc.)
• Electricity Buildouts (e.g. nuclear, coal, alternative, regulatory changes, municipality adoption)
• Accounting Deep-Dives into NVIDIA (not fraud, but days receivables, inventory buybacks, etc.)
• $500B in back orders (Oracle, Microsoft, OpenAI, GrokAI)

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