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NVIDIA Q2 FY27: Revenue Doubles to $96B with Data Center Surge and Amazon Deal - 2026-08-26

NVIDIAWednesday, August 26, 2026

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  • NVIDIA reported an exceptional Q2 FY27 with revenue doubling to approximately $96 billion, led by a 117% surge in data center revenue to around $89 billion. This performance significantly outpaced analyst expectations and reflects surging demand for AI and high-performance computing GPUs worldwide.[Investing.com][Moomoo][Yahoo Finance][marketscreener.com][Barron's]
  • The company’s operating income soared 124% to $63.7 billion, while earnings per share hit $2.46, showcasing not only top-line growth but strong profitability. NVIDIA’s management expressed confidence with a bullish Q3 revenue outlook targeting $108 billion, signaling continuing momentum in AI and data center markets.[Yahoo Finance][Pulse 2.0]
  • NVIDIA CEO Jensen Huang highlighted accelerating demand for the company’s chips, marking a crucial inflection point in AI infrastructure growth. He also revealed that the return on investment capital has shortened to less than one year, underscoring improved financial efficiency and capital allocation at NVIDIA.[Fortune][Shacknews]
  • Amazon’s commitment to acquire 2 million Nvidia GPUs underscores NVIDIA’s leadership in supplying hardware for expansive AI and cloud computing infrastructure. The deal represents a substantial investment in AI datacenter capabilities and sustains Nvidia’s competitive dominance in the sector.[TheEnergyMag][Bloomberg.com]
  • NVIDIA’s data center revenue beat analyst consensus estimates, with $89 billion reported against an $86.3 billion consensus, and edge computing revenue at $7.2 billion, exceeding $6.55 billion forecasts. These figures highlight NVIDIA’s robust traction in both traditional data center and emerging edge computing markets.[marketscreener.com]
  • Nvidia’s quarterly results were driven by key technological advancements, including the expansion of Vera Rubin technology, facilitating enhanced GPU performance for AI workloads. This helped cement its dominant market share and supported the 117% year-over-year growth in the data center segment.[Barron's]
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