13 place 0

855 Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions

The Information
Martin Peers @ The Information · 05/20/2026 20:00 EDT

Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia forecast 95% growth for the second quarter. Its fiscal 2027 is shaping up to be a firecracker, with sharply faster growth than last year’s still-stellar 66% rate of expansion. Nvidia is also printing cash: Free cash flow in the quarter was $48.6 billion, which is half what it produced for all of fiscal 2026! (More details are here.) Fo

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