Nvidia's Revenue Pipeline Tops $1 Trillion, UBS Tells Clients

Following Nvidia's better-than-expected earnings report last Wednesday, UBS analysts were inundated with investor inquiries, primarily focused on the chipmaker's near-term growth visibility and the durability of its long-term revenue pipeline.

Below, UBS analyst Timothy Arcuri addressed the most frequently asked questions, unpacked key commentary from the earnings call, and provided expanded visibility into a multi-year AI infrastructure boom.