Wire · opportunities
I've Covered Semiconductors for 5 Years. Nvidia Is My No. 1 Pick Heading Into 2027.
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 30 August 2026 · Fusion42 review
Nvidia expects around 70% revenue growth year-over-year in fiscal 2028 driven by expansion beyond GPUs into CPUs, networking, and full AI data centre hardware. It is rapidly scaling in networking and server CPUs, with supply limiting growth rather than demand.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Nvidia is turning from a GPU maker into a full AI data centre supplier, opening new revenue streams across CPUs and networking gear you can build on this week. Your strongest competitor is expanding its grip on the whole AI stack, so cut dependencies in narrow GPU plays before it tightens control.
◆ Coverage
1 source · 30 Aug 2026
◆ Related on Wire
◆ Topics