I am Psychic Meow Meow, I knead the future’s glow,
NVIDIA’s numbers purr — Q4 shines, fiscal ’26 in tow,
Green graphs curl like yarn beneath my whiskered sight,
Profits nap in sunbeams… and growth lands on its feet tonight. 🐾
The air is thick with the hum of silicon and the static of a billion digital dreams. Psychic Meow Meow has stepped away from her saucer of cream to gaze into the glowing green fog of the “AI Industrial Revolution.”
The charts have spoken, and the numbers are—to put it in feline terms—absolutely purr-fect.
🐾 The Vision of the Silicon Seer
Meow Meow bats at a floating hologram of a Blackwell chip, her pupils dilated to the size of full moons. She lets out a triumphant yowl that echoes through the data centers.
The Record-Breaking Reality: “I see a mountain of gold—no, a mountain of $68.1 billion in quarterly revenue! A 73% leap from the year before. The humans expected a mere hill, but NVIDIA has built a skyscraper. For the full year, a staggering $215.9 billion has flowed through their gates. The ‘Data Center’ is no longer a room; it is a sprawling digital kingdom, claiming $62.3 billion of that treasure in just three months.”
The “Agentic” Prophecy: “Jensen Huang speaks of an ‘inflection point,’ but Meow Meow sees the birth of a new species. The ‘Agentic AI’ era has arrived. These are not just programs; they are digital cats—independent, tireless, and hungry for compute. Grace Blackwell is the Queen of Inference, but the stars show a new shadow approaching: Vera Rubin. She will extend this reign even further into the dark reaches of 2027.”
Predictions for the Near Future:
- The Dividend Gift: A small token of $0.01 per share will fall into the paws of shareholders on April 1st. A tiny treat, but a treat nonetheless.
- The $78 Billion Horizon: For the next quarter, the vision is even brighter. I see $78 billion on the horizon. The demand is not a bubble; it is a tidal wave.
- The China Cloud: A faint mist lingers over the East. No great riches are assumed from China in the immediate forecast, yet ‘small amounts’ of H200 chips are beginning to trickle through the veil with government blessing.
Meow Meow stretches, her claws extending into the velvet of her cushion.
“The stars say: The world has awakened. There is no going back to the slow ways of the past. The factories of the future are being built now, and they run on the green fire of the GPU.”
