Nvidia posts $96.2B quarter, up 106% YoY, with data center at 92.5% of revenue
rohanpaul_ai · x · 2026-08-27
NVIDIA reported Q2 FY2027 results: revenue of $96.2 billion, up 106% YoY and 18% QoQ, with 75% gross margin and net income of $59.7 billion, up 126% YoY.
- Data center revenue hit $89.0 billion, up 117% YoY — about 92.5% of total revenue, with roughly 55% from hyperscalers
- Q3 guidance is $108 billion, assuming zero China data center compute revenue
- Jensen Huang: "AI has reached its inflection point... compute is revenue," noting Vera Rubin is now in full production and demand is accelerating across frontier labs, open-model ecosystems and physical AI
- Returned $26.0 billion to shareholders; $99 billion remains under buyback authorization; $99 billion in equity investments disclosed
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