🚨 NVIDIA JUST DELIVERED ANOTHER$NVDAB MONSTER QUARTER
$NVDA Q2 FY2027 numbers are hard to ignore:
• Revenue: $96.2B — up 106% YoY
• Data Center: $89B — up 117% YoY
• GAAP EPS: $2.46 — up 128% YoY
• Gross margin: 75%
• Q3 revenue guidance: $108B ±2%
NVIDIA is now generating almost $100B in quarterly revenue while still growing at triple-digit rates.
And the forward guidance matters just as much as the headline numbers.
Jensen Huang said AI demand is accelerating and described the AI infrastructure buildout as being at “full steam.”
The bigger takeaway:
AI infrastructure spending is still expanding at an extraordinary pace.
But there is a catch — NVIDIA's $108B Q3 outlook assumes no Data Center compute revenue from China, and gross margin is expected to fall slightly to around 74%.
So the AI boom isn't showing obvious signs of slowing yet.
The real question is becoming:
How long can NVIDIA sustain this scale of growth? 👀
$NVDA Q2 FY2027 numbers are hard to ignore:
• Revenue: $96.2B — up 106% YoY
• Data Center: $89B — up 117% YoY
• GAAP EPS: $2.46 — up 128% YoY
• Gross margin: 75%
• Q3 revenue guidance: $108B ±2%
NVIDIA is now generating almost $100B in quarterly revenue while still growing at triple-digit rates.
And the forward guidance matters just as much as the headline numbers.
Jensen Huang said AI demand is accelerating and described the AI infrastructure buildout as being at “full steam.”
The bigger takeaway:
AI infrastructure spending is still expanding at an extraordinary pace.
But there is a catch — NVIDIA's $108B Q3 outlook assumes no Data Center compute revenue from China, and gross margin is expected to fall slightly to around 74%.
So the AI boom isn't showing obvious signs of slowing yet.
The real question is becoming:
How long can NVIDIA sustain this scale of growth? 👀
