Nvidia revenue beats expectations; forecasts 70% growth for fiscal 2028
rickasaurus · x · 2026-08-27
Nvidia reported Q4 revenue of $96.22B, beating estimates, with Data Center revenue rising to $89.0B. The company guided for approximately 70% revenue growth in fiscal 2028, attributing the outlook to supply constraints rather than demand limits. Nvidia also noted that cloud industry backlog exceeds $2 trillion, with CapEx from the top five hyperscalers expected to reach $1.3 trillion in 2027.
Related event: Nvidia Posts $96.2B Quarter, Doubles Revenue, Guides $108B for Q3(12 posts)→
More from Infra
- Warning: $7T in Data Center Financing Repackaged into Complex Derivatives — SatelliteNetSec · 2026-08-27
- Why Is There No Fully Free Open Source AI Gateway? — tristanbob · 2026-08-27
- AWS to Deploy 2 Million Additional NVIDIA GPUs in 2027-2028 — BenBajarin · 2026-08-27
- Customers prefer performance over max AI cost savings — aronchick · 2026-08-27
- Zai achieves 3x cluster performance boost, matching NVIDIA GPU efficiency and cost — pstAsiatech · 2026-08-27
- View: Cloud compute service exploited; issues stem from time limits, not "bad agents" — dfrsrchtwts · 2026-08-27