Nvidia reported $96.2 billion in quarterly revenue
Nvidia said second-quarter fiscal 2027 revenue rose 106% from a year earlier to $96.2 billion. Data-center revenue rose 117% to $89 billion. Nvidia forecast $108 billion for the next quarter and assumed no data-center compute revenue from China in that outlook.
Verified 2:36 AM PDT · 2 original sources
The evidence
What the reporting establishes
What happened
Nvidia said second-quarter fiscal 2027 revenue rose 106% from a year earlier to $96.2 billion. Data-center revenue rose 117% to $89 billion. Nvidia forecast $108 billion for the next quarter and assumed no data-center compute revenue from China in that outlook.
Pressure point
Nvidia now captures a large share of the money moving into AI infrastructure. The growth is real, but it depends on customers continuing a capital-spending race that touches power, debt, and government policy.
What to watch
Watch cloud-company spending plans, Nvidia's gross margin, and revenue tied to its next platform. China remains the clearest policy risk because Nvidia's forecast excludes that compute revenue.
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Original sources
Company claims remain company claims. Follow the reporting and judge the evidence directly.
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