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Nvidia mark
Public Company · Hardware

Nvidia

HardwarePublic CompanySanta Clara
42/100
↗ +0.5 (7d)

Financial disclosures

Fiscal Q2 2027 (quarter ended July 26, 2026) — reported Aug 26, 2026 · As of Oct 28, 2026

Nvidia's fiscal second quarter of 2027 extended the company's run as the chief beneficiary of the AI infrastructure buildout, with revenue of $96.2 billion, more than double (up 106%) the year-ago period. The Data Center segment, now the overwhelming majority of the business, generated $89.0 billion, up 117% year over year, as hyperscalers and AI labs continued ramping deployments of Nvidia's Blackwell-generation platforms. This was the first quarter Nvidia reported its non-Data-Center businesses — Gaming, Professional Visualization, and Automotive — as a single consolidated "Edge Computing" segment rather than separate lines, a reporting change that itself signals how thoroughly the AI data-center business now dominates the company's identity; that combined segment brought in $7.2 billion, up 27% year over year.

Profitability scaled with revenue: GAAP net income reached $59.7 billion (up 126% YoY) on diluted EPS of $2.46, with GAAP gross margin of 75.0%. Management said its guidance assumes zero Data Center compute revenue from China, underscoring that the China market remains effectively walled off by export restrictions. Inventories rose sharply to $31.6 billion and accounts receivable to $63.1 billion, consistent with a company racing to build and ship supply to meet demand.

For Q3 FY2027, Nvidia guided to revenue of $108.0 billion (±2%), implying continued strong sequential growth, with gross margin guided to roughly 74.0%.

Key figures

MetricValue
Total revenue$96.2B (+106% YoY)
GAAP net income$59.7B (+126% YoY)
Diluted EPS (GAAP)$2.46 (vs. $1.08 YoY)
GAAP gross margin75.0%
Data Center revenue$89.0B (+117% YoY)
Edge Computing segment (new, combines Gaming/ProViz/Auto)$7.2B (+27% YoY)
China Data Center compute revenue assumed in guidance$0
Q3 FY2027 guidanceRevenue ~$108.0B (±2%); gross margin ~74.0%

Source: SEC 8-K, Exhibit 99.1 (Nvidia earnings release)