Nvidia Q2 Revenue Hits $96.2B, Expects First $100B Quarter Next

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Odaily News: Chip design company Nvidia reported fiscal 2027 second-quarter revenue of $96.221 billion, more than doubling year-over-year, exceeding both its guidance of $91 billion and market expectations of $92 billion by over $4 billion. Operating profit was $63.734 billion, more than doubling year-over-year.

Data center revenue reached $89 billion, up 18% year-over-year, accounting for 92.5% of total revenue. Among this, Hyperscale business revenue was $48.7 billion, and ACIE business revenue was $40.3 billion. Nvidia stated that Blackwell Ultra GB300 has begun shipping, and revenue related to the Chinese market, such as H200, accounts for less than 1%.

Nvidia expects fiscal 2027 third-quarter revenue to reach $108 billion, up approximately 12% quarter-over-quarter, marking the first time quarterly revenue surpasses $100 billion. CEO Jensen Huang stated that AI infrastructure construction is progressing at full speed, and AI GPU systems based on Vera Rubin have entered full production. (ZDNet)

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