# AI Fears But Nvidia Buying Continues

> AI fears don't slow Nvidia accumulation despite market anxiety.
- Title: AI Fears But Nvidia Buying Continues · 24/7 Wall St.
- Summary: AI fears don't slow Nvidia accumulation despite market anxiety. Nvidia's strong AI fundamentals and growing demand drive continued stock purchases despite…
- Keywords: nvidia, nvda, fiscal 2027, data center, compute, ai funding, Fears, Buying, Continues, 24/7 Wall St.
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/22/ai-fears-are-reaching-fever-pitch-but-im-not-slowing-down-my-nvidia-accumulation
- Author: Alex Sirois
- Published: 2026-09-22T15:43:16+00:00
- Read time: 1 min
- Topics: nvidia, ai, nvda, fiscal 2027, data center, compute, ai funding
## AI Fears Drive Nvidia Buys
AI doom headlines make me buy more Nvidia shares despite market fears.

> Every AI doom headline that crosses my feed makes me want to buy more Nvidia, not less
## Q2 2027 Revenue Surge
Q2 fiscal 2027 revenue reached $96.22B, up 105.85% year over year.

> Q2 fiscal 2027 landed with revenue of $96.22B, up 105.85% year over year
## Data Center Dominance
Data Center revenue hit $89.02B, up 117% with Networking up 138%.

> Data Center alone printed $89.02B, up 117%, with Networking inside it up 138%
## Strong Financial Metrics
Net margin 55.60%, ROE 101.5%, ROIC 92.2%, debt-to-equity 0.073.

> Net margin sits at 55.60%, ROE at 101.5%, ROIC at 92.2%. Debt-to-equity is 0.073
## Nvidia's Unique Position
Nvidia is the only platform running every frontier model with CUDA as software moat.

> NVIDIA is "the only platform that runs every frontier model" and that competing custom XPUs are "often inference-specific and tied to one cloud or service"
## Supply Constraints
Nvidia has supply for 70% of stated AI demand through fiscal 2028.

> NVIDIA has supply for only about 70% of stated demand, a constraint expected to persist through fiscal 2028
## AI Funding Growth
AI venture funding reached $400 billion in first half of 2026 with 70% for compute.

> AI venture funding reached $400 billion in the first half of 2026, with roughly 70% flowing to compute
## Key takeaway

Nvidia's strong AI fundamentals and growing demand drive continued stock purchases despite market fears.