NVIDIA (NVDA) Update — 23 September 2026
Latest earnings: NVIDIA reported $96.2B revenue for O2 FY2027, up 106% year over year. Data Center revenue reached $89.0B, up 117%.
AI demand: NVIDIA says demand for AI infrastructure is accelerating, with Vera Rubin now in production and purchase orders from major hypers alerts, AI clouds and system OEMs.
Recent company news: NVIDIA announced developments involving CUDA-Q, Planters, and Australian AI data-center infrastructure in September.
Key risk: Expectations are extremely high, so any slowdown in Airport growth, supply constraints, competition/custom chips, or geopolitical/export restrictions could create volatility.
Near-term focus: Watch Black wheel/Rubin shipments, Data Center growth, gross margins, and hyperscaler AI spending.
Bottom line: NVIDIA's latest reported fundamentals remain strongly AI-driven, but the stock can still be volatile because expectations are high. This is market information, not a buy/sell recommendation.
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Latest earnings: NVIDIA reported $96.2B revenue for O2 FY2027, up 106% year over year. Data Center revenue reached $89.0B, up 117%.
AI demand: NVIDIA says demand for AI infrastructure is accelerating, with Vera Rubin now in production and purchase orders from major hypers alerts, AI clouds and system OEMs.
Recent company news: NVIDIA announced developments involving CUDA-Q, Planters, and Australian AI data-center infrastructure in September.
Key risk: Expectations are extremely high, so any slowdown in Airport growth, supply constraints, competition/custom chips, or geopolitical/export restrictions could create volatility.
Near-term focus: Watch Black wheel/Rubin shipments, Data Center growth, gross margins, and hyperscaler AI spending.
Bottom line: NVIDIA's latest reported fundamentals remain strongly AI-driven, but the stock can still be volatile because expectations are high. This is market information, not a buy/sell recommendation.
please like share and follow