Nvidia reaches $96B quarter

Nvidia’s AI boom is now operating at a scale few suppliers in tech have ever reached: Q2 FY27 revenue was $96.2 billion, more than double a year earlier, with data-center revenue at $89.0 billion, up 117%, and EPS of $2.46. Operating income jumped 124% to $63.7 billion, and management guided Q3 revenue to about $108 billion, its first implied $100 billion-plus quarter. Several reports noted the numbers beat consensus, including $86.3 billion expected for data center and $6.55 billion for edge computing. The signal for the industry is blunt: hyperscale AI capex remains dominated by Nvidia’s GPU supply chain.

Sources from the briefing

• NVIDIA Q2 FY27 slides: revenue doubles to $96B, data center surges - Investing.comInvesting.com
• NVIDIA Q2 FY27 slides: revenue doubles to $96B, data center surges - Investing.comInvesting.com
• Nvidia's Second-Quarter Results More Than Double Amid Record Data Center Sales - MoomooMoomoo
• NVIDIA: Operating Income Jumps 124% To $63.7 Billion As Revenue Doubles And Q3 Outlook Hits $108 Billion - Pulse 2.0Pulse 2.0
• NVIDIA Q2 Revenue Hits $96.2B as Data Center Surges 117% and Vera Rubin Ramps - TheEnergyMagTheEnergyMag
• NVIDIA Q2 Revenue Hits $96.2B as Data Center Surges 117% and Vera Rubin Ramps - TheEnergyMagTheEnergyMag
• NVIDIA second quarter revenue reaches $96.2 billion - grafa.comgrafa.com
• NVIDIA posts $96.2B revenue in Q2 FY27; Data Center revenue $89.0B, EPS $2.46 - TradingViewTradingView
• Nvidia forecasts first $100B quarter amid AI demandCrypto Briefing
• Strong AI chip demand fuels Nvidia's Q2 results well beyond Wall Street's expectations - The Washington PostThe Washington Post
• Nvidia doubles revenue, forecasts even more AI spending - Yahoo Finance UKYahoo Finance UK
• Nvidia's Second-Quarter Results More Than Double Amid Record Data Center Sales - MoomooMoomoo
• Nvidia Q2 Data Center Revenue at $89 Billion vs FactSet Analyst Consensus of $86.3 Billion; Edge Computing Revenue at $7.2 Billion vs Consensus of $6.55 Billion - marketscreener.commarketscreener.com
• Nvidia's Second-Quarter Results More Than Double Amid Record Data Center Sales - marketscreener.commarketscreener.com
• Nvidia's Second-Quarter Results More Than Double Amid Record Data Center Sales - marketscreener.commarketscreener.com
• Strong AI chip demand fuels Nvidia's Q2 results well beyond Wall Street's expectations - Beaumont EnterpriseBeaumont Enterprise