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NVIDIA CorporationNVDANVDANASDAQ

$230.36+$1.91 (+0.84%)

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Q2 2026

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NVIDIA Corporation - Q2 2026 Earnings Call

August 26, 2026

NVIDIA delivered record $96B revenue in Q2 2027, more than doubling year-over-year, driven by surging AI infrastructure demand. The company raised its fiscal 2028 revenue growth outlook to 70% despite being supply-constrained, with Vera Rubin and full-stack AI factory platform driving a $40B per gigawatt revenue opportunity. Gross margins are expected to dip to 71-72% in Q4 before stabilizing, while $108B in Q3 guidance signals continued strength in ACIE and hyperscale segments.

Generated on 04/09/2026

Quarterly Overview

NVIDIA reported exceptional Q2 2027 results with $96B in revenue, more than doubling YoY and marking the fourth consecutive quarter of accelerating growth. Data center revenue reached $89B, up 18% QoQ, led by $49B in hyperscale (13% QoQ growth) and $40B in ACIE (25% QoQ, 138% YoY). The surge is fueled by global AI infrastructure buildout, with top hyperscalers expected to spend $1.3T on CapEx in 2027. NVIDIA’s full-stack AI factory platform—spanning Vera CPU, Rubin GPU, NVLink, and networking—is expanding its revenue per gigawatt from $18B with Hopper to $40B with Vera Rubin, delivering 30x higher throughput per megawatt. The company commenced production of Vera Rubin and Groq 3 LPX, with AWS committing to deploy 2M additional GPUs.

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$ summarise NVDA --quarter=q2FY26

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Warren BuffettBerkshire Hathaway · Q2 2026

Reported portfolio$299.3B29 positions

STZClosed position

$94.93MPrevious quarter

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NVIDIANVDA

MicrosoftMSFT

Metric	NVDA	MSFT
Revenue growth	83.4%	17.8%
EPS growth	125.4%	31.6%
Net margin	63.7%	40.3%

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Your assumptionsNVDA · 5 years

Revenue growth 15%

Net income margin 45%

2031 revenue$434.3B

Modelled share price$190–$284

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