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Arnne Carragie

$5.4T Moat: How NVIDIA’s 85% Sales Surge and New Vera CPU Threaten to Hollow Out Intel and AMD

NVIDIA Corp (NASDAQ: NVDA) continues its historic run, sitting firmly as the world’s most valuable company with a market capitalization hovering around $5.4 trillion. Coming off a robust Q1 2026 earnings report featuring an 85% year-over-year revenue surge to $81.6 billion and a 92% explosion in Data Center sales to $75.2 billion, CEO Jensen Huang turned Computex 2026 in Taipei into a multi-front competitive blitz.
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