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NVIDIA revenue growth highlights how investors can miss early AI signals
ETF Trends points to NVIDIA’s fiscal 2018 to fiscal 2026 revenue surge, when quarterly sales alone rose from earlier full-year levels, illustrating how major themes can build before broader attention.
ETF Trends used NVIDIA’s own financial ramp to argue that investors often wait too long to take emerging technologies seriously, citing the company’s revenue growth from fiscal 2018 through fiscal 2026. The outlet said NVIDIA’s annual revenue increased from $9.71 billion in fiscal 2018 to $215.94 billion in fiscal 2026.
The piece noted the scale of that expansion by comparing time periods, saying NVIDIA’s fourth-quarter revenue in fiscal 2026 was $68.1 billion, about seven times the company’s entire annual revenue in fiscal 2018.
ETF Trends also tied the timing to theme formation in the investing world, pointing to fiscal 2018 as a period when WisdomTree began treating artificial intelligence as a distinct, investable theme.
In addition, the article drew a parallel between AI’s early technical research phase and what it described as the current stage of quantum computing, saying foundational advances can develop quietly for years before they are widely recognized.