# Nvidia Earnings, The AI Stack, Nvidia’s New Reporting > Source: > Published: 2026-05-26 10:00:00+00:00 Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack. **Subscribe to Stratechery Plus for full access.** Already subscribed? **$15** / month *or* **$150** / year With Stratechery Plus you get access to the subscriber-only [Stratechery Update](https://stratechery.com/category/daily-email/) and [Stratechery Interviews](https://stratechery.com/topic/events/interview/), and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. **Stratechery Update** Substantial analysis of the news of the day delivered via three weekly emails or podcasts. **Stratechery Interviews** Interviews with leading public CEOs, private company founders, and discussions with fellow analysts. **Dithering** A twice-weekly podcast from John Gruber and myself: 15 minutes an episode, not a minute less, not a minute more. **Sharp Tech** Andrew Sharp and myself discuss how technology works and the ways it impacts our lives. **Sharp China** A weekly podcast from Andrew Sharp and Sinocism’s Bill Bishop about understanding China and how China impacts the world. **Greatest Of All Talk** A twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks. **Asianometry** Audio and transcripts of the [Asianometry YouTube channel](https://www.youtube.com/@Asianometry), the best source for learning about how tech works. **Sharp Text** Sharp Text is an extension of GOAT, Sharp Tech and Sharp China, where Andrew writes about basketball, technology, and US-China relations with weekly posts. *Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.* #### Frequently-Asked Questions ## How do I subscribe to the Stratechery Podcast? Once you are subscribed, please visit your [Delivery Preferences](https://stratechery.passport.online/member/) where you will find easy-to-follow instructions for adding Stratechery Podcasts to your favorite podcast player. ## Can I read Stratechery via RSS? Yes! [Create a Stratechery Passport account](https://stratechery.com/podcasts/), go to Delivery Preferences, and add your personalized RSS feed. Free accounts will have access to Weekly Articles, while subscribers will have access to the Daily Update as well. ## Can I share a Stratechery Update subscription with a friend? No, the Stratechery Update and Stratechery Podcast are intended for one subscriber only. Sharing emails, using shared inboxes, or sharing RSS feeds is a violation of Stratechery’s [Terms of Service](https://stratechery.com/terms-of-service/), and your account may be suspended or your RSS feed reset. Of course occasional forwarding of the Stratechery Update to interested friends or colleagues is totally fine. ## Can I buy a subscription for my team? Yes! You can [purchase a team subscription here](https://stratechery.passport.online/member/team/4ycW4SE71Cy6ryrijywbTG). ## Can I switch to an annual plan? Yes! Just go to [your account page](https://stratechery.passport.online/member), choose the ‘Subscriptions’ tab, and click the Annual upgrade button. You will be charged immediately, with a prorated discount applied for the remainder of your current monthly plan. ## Do you offer a student discount? Stratechery is purposely kept at a low price — thousands of dollars less than other analyst reports or newsletters — to ensure it is accessible to everyone, including students. ## Can you create a custom invoice that meets my government/company requirements? I am happy to create an invoice to your specification for annual subscribers; however, it is simply not viable for me to offer this service to monthly subscribers. Therefore, if you need a custom invoice please subscribe or switch to an annual subscription and [contact Stratechery](mailto:blog@stratechery.com). *June 1, 2021 Update: We are hoping to add native support for custom invoices to Passport; you can subscribe to Passport Updates to be notified when it is available.* ## Can I give a subscription as a gift? Yes! To send a gift [visit the gifts page](https://stratechery.passport.online/member/gift).