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I've Covered Semiconductors for 5 Years. Nvidia Is My No. 1 Pick Heading Into 2027.
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Fusion42 · 30 August 2026 · Fusion42 review
Nvidia expects around 70% revenue growth year over year in fiscal 2028, expanding beyond GPUs into CPUs, networking, and complete AI data center hardware. Its server CPU and networking businesses are seeing rapid growth, positioning Nvidia to capture more revenue per AI data center despite rising competition.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 1 source has reported it.
◆ ◆ The Wire takeaway
Nvidia is turning AI data centers into broader revenue engines by expanding beyond GPUs into CPUs and networking. If you build tools or infrastructure around AI hardware, Nvidia’s growing footprint means new integration and partnership chances now open to you.
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1 source · 30 Aug 2026
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