NVIDIA (NVDA) Update — 30 Sep 2026
NVIDIA remains heavily supported by strong AI infrastructure demand.
Q2 FY2027 revenue: $96.2B, up 106% YoY.
Data Center revenue: $89.0B, up 117% YoY.
Major new development: NVIDIA authorized an additional $150B share buyback, taking remaining authorization to about $235B through FY2028.
AI demand: AWS plans an additional 2 million NVIDIA GPUs across 2027–28, including Blackwell and Rubin systems.
Next-generation platform: Vera Rubin is already in full production, supporting NVIDIA's next AI-infrastructure cycle.
Key risks: competition from AMD and custom AI chips, the sustainability of hyper scaler AI spending, and supply-chain/export restrictions. Recent reporting also highlights a new legal dispute involving Micron memory chips used in NVIDIA AI systems.
Bottom line: NVIDIA's latest fundamental data still shows very strong AI-driven growth, but the stock can remain sensitive to valuation, competition and expectations around future AI spending.
If you want, I can also give you .today's NVDA price + support/resistance levels + short-term target
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NVIDIA remains heavily supported by strong AI infrastructure demand.
Q2 FY2027 revenue: $96.2B, up 106% YoY.
Data Center revenue: $89.0B, up 117% YoY.
Major new development: NVIDIA authorized an additional $150B share buyback, taking remaining authorization to about $235B through FY2028.
AI demand: AWS plans an additional 2 million NVIDIA GPUs across 2027–28, including Blackwell and Rubin systems.
Next-generation platform: Vera Rubin is already in full production, supporting NVIDIA's next AI-infrastructure cycle.
Key risks: competition from AMD and custom AI chips, the sustainability of hyper scaler AI spending, and supply-chain/export restrictions. Recent reporting also highlights a new legal dispute involving Micron memory chips used in NVIDIA AI systems.
Bottom line: NVIDIA's latest fundamental data still shows very strong AI-driven growth, but the stock can remain sensitive to valuation, competition and expectations around future AI spending.
If you want, I can also give you .today's NVDA price + support/resistance levels + short-term target
please like share and follow