Contracted backlog (RPO) · demand visibility
RPO (latest)
$498M
2020-09-03
Coverage
0.0×
RPO ÷ revenue
Backlog YoY
—
contracted growth
Stale: latest RPO is FY2020; 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
Revenue growth49% · $37.4B
Capex growth89% · $15.9B
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
6.9y
gross PP&E ÷ D&A
Shorter server life, lower margin · display-only.
Diagnostics only · never a score.
