NVIDIA Could Dwarf Google In Size And Scope, And It's Not About Technology

This quarter's numbers show a spectacular business growing at a rate we've never seen, and it's not about tech prowess, it's really cultural.

I just looked carefully at NVIDIA’s annual numbers and growth rate and it’s perhaps more earthshaking than you realize.

1. NVIDIA is almost as big as Google. Google’s 2024 revenue was $350 billion, up about 14% YoY. NVIDIA is at $215.9B and guided $78B for just Q1 FY27 — putting it on a ~$300B+ annualized run rate. NVIDIA could cross Google’s current rev…