Contracted backlog (RPO) · demand visibility
RPO (latest)
$1.8B
2019-12-28
Coverage
0.0×
RPO ÷ revenue
Backlog YoY
−61%
contracted growth
Stale: latest RPO is FY2019; the filer stopped tagging it (shown dated)
Expectations vs reality · what the price requires, beside what demand is doing
Price requires (reverse-DCF)
—/yr
Demand is doing
RPO (backlog) growth−61% · $1.8B
Revenue growth−0% · $52.9B
Capex growth−39% · $14.6B
AI-capital-cycle reflexivity (cohort-wide)
42%of Big-5 capex returns as NVDA Data-Center revenue
Depreciation-life sensitivity · is the margin flattered by a long server life?
Implied life
14.9y
gross PP&E ÷ D&A
Shorter server life, lower margin · display-only.
Diagnostics only · never a score.
