NVDAAugust 26, 2026
A reason to own NVIDIA held.
Helm tested one of the reasons to own NVIDIA against a primary source and recorded what it found. The sentence below is quoted exactly as it was published.
The claim under test
Data-center revenue keeps compounding as Blackwell-class GPUs ship at scale
What the source actually says
The year-over-year increase in the second quarter and first half of fiscal year 2027 was driven by the ramp of our Blackwell Ultra infrastructure.
Why it matters
The ramp of Blackwell Ultra infrastructure supports continued data-center revenue growth.
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