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Here we go again with Nvidia falling on earnings. What the sellers are missing

Cnbc · · 1490 words · By Zev Fima
Investment Opportunity Market Irrationality Nvidia Market Dominance
open_in_new Read the original article: https://www.cnbc.com/2026/05/21/here-we-go-again-with-nvidia-falling-on-earnings…

psychologyDetected Techniques

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Loaded Language 90% confidence
Using words with strong emotional connotations to influence an audience.
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Bandwagon 70% confidence
Persuading the audience by suggesting that many people already support the idea.
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Exaggeration / Hyperbole 85% confidence
Overstating facts or claims to create a stronger emotional response.
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Oversimplification 80% confidence
Reducing a complex issue to a simplistic framing that distorts understanding.

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
schedule Pending 3
help Insufficient Evidence 2
check_circle Corroborated 1
verified Verified 1
verified Verified By Reference 1
info
“Nvidia's new reporting framework breaks down its data center business by the hyperscalers (Amazon, Alphabet, Meta, and Microsoft) and non-hyperscale customers.”
SINGLE SOURCE
The provided web search results mention hyperscalers and Nvidia's data center business generally, but none of the provided evidence confirms the existence of a specific 'new reporting framework' that breaks down business by these specific categories.
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web search NEUTRAL — Nvidia Releases GPU Driver with RTX Video Super Resolution for RTX 30...
https://nvidia.custhelp.com/app/answers/detail/a_id/5448
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web search NEUTRAL — Big Tech is in the midst of a spending spree on new, creative ways to make energy in the U.S., as AI drives data center power demand through the roof.
https://www.youtube.com/watch?v=JIjJtyRjiOI
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web search NEUTRAL — It could hit Microsoft, Amazon, Oracle, and Nvidia simultaneously. This isn't just hype. It’s systemic risk in the AI economy. The AI race is no longer just about models.It’s about capital, infrastruc…
https://www.linkedin.com/posts/mguntu_ai-semiconductors-nvid…
info
“Huang said Nvidia revenue will grow faster than the growth of hyperscale capex.”
SINGLE SOURCE
While the evidence mentions Jensen Huang discussing AI spending and revenue growth, there is no specific quote or report in the provided evidence confirming the claim that revenue will grow 'faster than the growth of hyperscale capex'.
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web search NEUTRAL — A major portion of Nvidia’s revenue comes from its datacenter business. On Wednesday, the chip maker reported 92% year-over-year growth of this vertical to a record $75.2bn.
https://www.theguardian.com/technology/2026/may/20/nvidia-re…
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web search NEUTRAL — Nvidia chief executive Jensen Huang has a message for investors worried that the artificial intelligence frenzy may be slowing: the biggest wave of AI spending has not even arrived yet.
https://www.firstpost.com/business/nvidia-ai-chips-jensen-hu…
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web search NEUTRAL — Nvidia stock narrows after-hours loss. "Vera-Rubin is off to a tremendous start," CEO Jensen Huang said of Nvidia's key inference infrastructure, noting significant growth driven by its new relationsh…
https://www.kiplinger.com/investing/live/nvidia-earnings-liv…
info
“Nvidia's official name for this sub-segment is AI Clouds, Industrial and Enterprise (ACIE).”
SINGLE SOURCE
One web search result from Tom's Hardware mentions the 'ACIE segment' in the context of Nvidia's reporting, but this is not corroborated by other provided sources or Wikipedia.
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wikipedia NEUTRAL — The AI bubble is a theorised stock market bubble growing since 2025 amid the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Sp…
https://en.wikipedia.org/wiki/AI_bubble
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — OpenAI is an American artificial intelligence (AI) research organization headquartered in San Francisco, consisting of a for-profit public benefit corporation (PBC) partially controlled by a nonprofit…
https://en.wikipedia.org/wiki/OpenAI
+ 3 more evidence sources
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“The neoclouds need to be vertically integrated, and to build vertically integrated data centers, from the hardware to the networking and software, you need Nvidia.”
CORROBORATED
Multiple sources discuss the vertical integration of AI clouds and Nvidia's role. One source explicitly mentions IREN as a 'vertically integrated AI cloud provider' signing a deal with Nvidia for infrastructure.
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web search NEUTRAL — This makes sense given that hyperscalers provide the hardware required for their cloud customers to run their own software. It is believed that having alternatives will reduce the ability of Nvidia to…
https://www.linkedin.com/pulse/nvidia-vertically-integrated-…
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web search NEUTRAL — Proponents believe that putting data centers in space makes sense. The current AI boom is straining energy grids and adding to the demand for water, which is needed to cool the computers.
https://onmine.io/four-things-wed-need-to-put-data-centers-i…
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web search NEUTRAL — IREN, a vertically integrated AI cloud provider has signed a five-year AI infrastructure cloud services contract with NVIDIA.The services will utilize air-cooled Blackwell platform systems to be deplo…
https://www.edgeir.com/iren-lands-3-4b-nvidia-ai-cloud-deal-…
info
“It's nearly a 100% share, and a huge amount is inference computing”
SINGLE SOURCE
The provided evidence mentions the ACIE segment and market capitalization, but does not provide any data regarding a 'nearly 100% share' of inference computing in that specific segment.
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web search NEUTRAL — strength, size and market capitalization, Nvidia has been selected as one of Bloomberg's "Magnificent Seven", the seven biggest companies on the stock market in these regards.[20].
https://en.wikipedia.org/wiki/Nvidia
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web search NEUTRAL — One interesting observation is that the ACIE segment was outperforming the hyperscale segment till Q2 FY2026, when large CSPs began to deploy Nvidia's GB300 platform for inference, spending tens of bi…
https://www.tomshardware.com/tech-industry/artificial-intell…
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web search NEUTRAL — View today's NVIDIA Corporation stock price and latest NVDA news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/nvidia-corp
verified
“the Claude model maker is using Nvidia silicon”
VERIFIED
Multiple sources confirm that Anthropic's Claude models are powered by Nvidia technology, specifically mentioning a partnership involving Azure and Nvidia.
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wikipedia NEUTRAL — Anthropic is an American artificial intelligence (AI) company headquartered in San Francisco. It has developed a series of large language models (LLMs) named Claude and has a focus on AI safety. Anthr…
https://en.wikipedia.org/wiki/Anthropic
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wikipedia NEUTRAL — CoreWeave, Inc. is an American artificial intelligence (AI) cloud-computing company based in Livingston, New Jersey. It specializes in providing cloud-based graphics processing unit (GPU) infrastructu…
https://en.wikipedia.org/wiki/CoreWeave
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wikipedia NEUTRAL — A large language model (LLM) is a type of machine learning model designed for natural language processing tasks such as language generation. LLMs are language models with many parameters, and are trai…
https://en.wikipedia.org/wiki/List_of_large_language_models
+ 3 more evidence sources
info
“the industrial and enterprise markets represent some $50 trillion to $80 trillion of the world economy”
SINGLE SOURCE
A Capgemini 2026 report mentioned in a web search result specifically estimates industrial sectors at $50 trillion to $80 trillion of global GDP, but this is not corroborated by other sources.
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wikipedia NEUTRAL — An over-the-top media service, also known as OTT and over-the-top television, is a digital distribution service of video and accompanying audio delivered directly to viewers via the public Internet, r…
https://en.wikipedia.org/wiki/Over-the-top_media_service
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wikipedia NEUTRAL — The is a grammatical article in English, denoting nouns that are already or about to be mentioned, under discussion, implied or otherwise presumed familiar to listeners, readers, or speakers. It is th…
https://en.wikipedia.org/wiki/The
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wikipedia NEUTRAL — The is the definite article in English. The, or THE, may also refer to:
https://en.wikipedia.org/wiki/The_(disambiguation)
+ 3 more evidence sources
verified
“the global gross domestic product was $111 trillion in 2024, according to the World Bank”
VERIFIED BY REFERENCE
The provided Wikipedia and web search results for GDP do not mention a specific World Bank figure of $111 trillion for the year 2024.
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wikipedia NEUTRAL — GDP (PPP) means gross domestic product based on purchasing power parity. This article includes a list of countries by their forecast estimated GDP (PPP). Countries are sorted by GDP (PPP) forecast e…
https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(PPP)
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wikipedia NEUTRAL — Gross domestic product (GDP) is the market value of all final goods and services from a nation in a given year. Countries are sorted by nominal GDP estimates from financial and statistical institution…
https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nomi…
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wikipedia NEUTRAL — This list of countries by largest historical GDP shows how the membership and rankings of the world's ten largest economies as measured by their gross domestic product has changed. While the United St…
https://en.wikipedia.org/wiki/List_of_countries_by_largest_h…
+ 3 more evidence sources
help
“Alphabet and private equity giant Blackstone are developing an AI infrastructure company that runs on Google's custom Tensor Processing Units (TPUs).”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results to support the claim about Alphabet and Blackstone developing an AI infrastructure company using TPUs.
help
“The company's non-data center business is less than 10% of total revenue.”
INSUFFICIENT EVIDENCE
No evidence was provided in the search results regarding the percentage of Nvidia's non-data center revenue relative to total revenue.
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“Now called Edge Computing, this segment consists of game consoles, powerful desktops called workstations, personal computers, telecommunications, automotive, and robotics.”
PENDING
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“The answer, somehow, is a 1.5% decline.”
PENDING
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“Nvidia now trades at about 23 times forward earnings, whereas its closest competitor, Advanced Micro Devices, trades at about 47”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.