Quick Read – NVIDIA’s two-decade CUDA lock-in drives the buy thesis, backed by 92% Data Center revenue growth and $119 billion in forward supply commitments. – AMD competes in a software world already built for CUDA, while Meta and Amazon fund rival chips yet simultaneously sign…
lti-gigawatt NVIDIA contracts. – I keep buying NVIDIA. Every paycheck, every pullback, every time the headlines swing bearish on AI capex, I click buy again on NVIDIA (NASDAQ:NVDA)
This is the single position I trust to compound retirement capital through the AI decade, and my conviction has almost nothing to do with the chips themselves. What pulls me back to the buy button is the CUDA software ecosystem, embedded across two decades into every major AI framework, library, and developer workflow. Enterprise customers who try to leave face migration costs and operational risk they refuse to swallow.
Jensen Huang described the platform on the last call as “the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced.” That reads to me as a toll road on global AI development. The Receipts Behind My Conviction The financials show what a software moat looks like when it meets a demand cycle. Q1 fiscal 2027 revenue landed at $81.615 billion, up 85.2% year over year, with non-GAAP EPS of $1.87 topping the $1.7738 consensus.