NVDA’s latest earnings call has sparked discussions that go far beyond its own performance, hinting at opportunities and challenges across multiple sectors in the S&P 500. With so much information emerging—from market-moving insights to sector-specific developments—keeping up with it all can feel like an impossible task.
We used our agentic AI tool – Alfa™ – to create an automation that filters and analyzes companies within the S&P 500 that stand to benefit from NVDA’s earnings trends. Here’s the report Alfa™ created, or, the Alfa™ Angle.
Companies benefiting from impacts of NVDA’s latest earnings call
Benefiting from datacenter revenue surge due to NVIDIA Hopper demand:
AMZN
- Cloud services provider that utilizes advanced GPUs, with evidence showing significant investment in AI infrastructure and partnerships to meet GPU demand for AWS cloud services.
- Experiencing strong growth in their AI business with triple-digit year-over-year percentage increases, and is making substantial capital investments of approximately $75 billion, primarily to support AI services and infrastructure.
CSCO
- Produces high-speed networking equipment for data centers, with clear involvement in AI infrastructure and NVIDIA-related markets.
- Received substantial AI infrastructure orders exceeding $300 million in Q1 with expectations to surpass $1 billion in AI orders this fiscal year
- Actively competing with NVIDIA in the Ethernet backend network market while maintaining a strong competitive position.
Benefiting from high demand and production of Blackwell GPUs
JBL
- Produces specialized equipment used in GPU manufacturing, as evidenced by their involvement in automated test equipment linked to AI and GPU silicon demand, along with their capital equipment segment showing 30% growth driven by this GPU-related testing equipment.
- Demonstrates strong positioning in cloud and data center infrastructure, with projected double-digit growth and strategic focus on silicon photonics.
MSFT
- Demonstrates a strong focus on GPU-accelerated computing through their extensive AI infrastructure investments across multiple countries and their strategic partnership with OpenAI.
- Their cloud platform Azure serves over 39,000 customers with AI and data processing capabilities, showing substantial year-over-year growth of more than 80%.
