Quick Read – NVDA delivers 85% revenue growth and a 65.6% operating margin while TSLA’s first unsupervised robotaxi rides still carry a 382x trailing P/E. – Prediction markets assign only 11.5% odds to Tesla launching a California robotaxi by year-end, revealing deep skepticism…
out its autonomy timeline. – Jensen Huang’s AI factory buildout faces its toughest test when NVIDIA must deliver $91 billion in Q2 revenue with zero China compute contribution. – NVIDIA (NASDAQ: NVDA) and Tesla (NASDAQ: TSLA) just delivered earnings that put two very different AI stories side by side. Tesla finally began fulfilling its decade-old autonomy pitch with unsupervised Robotaxi rides in Dallas and Houston
NVIDIA, meanwhile, kept printing money from AI factories. The stocks are moving in opposite directions, and the businesses behind them look nothing alike. Data Center Cash vs.
A Long-Awaited Robotaxi Moment NVIDIA’s Q1 FY2027 print was extraordinary. Revenue hit $81.6 billion, up 85.2% year over year, with Data Center alone at $75.25 billion and networking growing 199% YoY. Non-GAAP gross margin held at 75.0%.