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NVIDIA CEO Jensen Huang stated that the company has never provided performance guidance a year in advance.

NVIDIA (NVDA.O) Chief Financial Officer expects that next year, demand from AI labs will contribute about a quarter of the company's overall business.

NVIDIA (NVDA.O) Chief Financial Officer stated that the company plans to increase the return of remaining free cash flow to shareholders after strategic uses in the future.

NVIDIA's Chief Financial Officer expects Vera Rubin to contribute approximately 20% of data center business revenue in the third quarter.

Amazon and NVIDIA announced that Amazon will deploy approximately 2 million high-end NVIDIA chips in 2027 and 2028 for training and running artificial intelligence models. Additionally, Amazon stated in March this year that it would install 1 million NVIDIA chips in AWS data centers. The chips involved in this transaction include Blackwell Ultra, Rubin, and Rubin Ultra graphics cards.

NVIDIA's Chief Financial Officer stated that the company is introducing a revenue-sharing mechanism, which includes a "no questions asked" commitment and a minimum revenue guarantee.

NVIDIA (NVDA.O) Chief Financial Officer stated that the company has invested $50 billion in frontier AI laboratories.

The CFO of Nvidia stated that the growth of non-hyperscale cloud service provider customers is expected to account for about half of the data center business.

NVIDIA (NVDA.O) Chief Financial Officer stated that the company's sovereign AI business has grown more than twice year-on-year and increased by 35% quarter-on-quarter.

NVIDIA (NVDA.O) Chief Financial Officer stated that the company is a neutral partner for all sovereign AI clients and new AI cloud service providers.

NVIDIA (NVDA.O) Chief Financial Officer stated that for every 1 gigawatt of computing power deployed by Vera Rubin, there corresponds approximately $40 billion in revenue opportunities.

NVIDIA (NVDA.O) Chief Financial Officer stated that the company is fully focused on producing the next generation Vera CPU.

NVIDIA's Chief Financial Officer stated that they expect to begin large-scale shipments of Groq 3 LPX to early customers later in this quarter, with the first customers including Nebius.

NVIDIA (NVDA.O) Chief Financial Officer expects revenue to grow by about 70% in fiscal year 2028.

NVIDIA's Chief Financial Officer stated that NVIDIA is expanding its partnership with Amazon Web Services.

NVIDIA (NVDA.O) Chief Financial Officer stated that the outlook for fiscal year 2028 will be affected by supply constraints.

NVIDIA (NVDA.O) accrued a charge of $400 million in the first half of the year due to excess inventory of H200.

NVIDIA stated that it will ship both Blackwell and Rubin architecture systems in the future, and is currently facing certain supply constraints.

In August, Nvidia signed a memorandum of understanding with major capital providers, planning to establish an independent financing platform to raise over $500 billion in third-party capital.

NVIDIA (NVDA.O) stated that in the second quarter, one direct customer contributed 16% of the company's total revenue.