NVIDIA’s Blockbuster Q2 and AWS GPU Megadeal Could Be A Game Changer For NVIDIA (NVDA)

Simply Wall St.08:31

In late August 2026, NVIDIA reported second-quarter fiscal 2027 results with sales of about US$96.22 billion and net income of roughly US$59.69 billion, issued third-quarter revenue guidance of about ...

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On top of this earnings strength, NVIDIA and Amazon Web Services disclosed plans to deploy an additional 2 million NVIDIA GPUs across AWS’s global infrastructure in 2027–2028, underscoring how deeply NVIDIA’s full-stack AI platforms are being built into hyperscale cloud and AI factory buildouts. We’ll now explore how NVIDIA’s very strong earnings and ambitious fiscal 2028 growth outlook reshape the existing AI infrastructure investment narrative. Capitalize on the AI infrastructure supercycle with our selection of the 56 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.AdvertisementNVIDIA Investment Narrative RecapTo own NVIDIA, you have to believe AI infrastructure spending stays large enough, for long enough, to support its full stack role across chips, systems, and software. The latest blowout quarter and bold fiscal 2028 outlook reinforce that thesis, while also sharpening the key near term swing factors: whether hyperscalers keep prioritizing NVIDIA over custom silicon, and whether supply chain and power constraints cap how much of this demand it can actually serve. The expanded Amazon Web Services collaboration, with plans to deploy 2 million additional NVIDIA GPUs in 2027 to 2028, looks especially important here. It ties NVIDIA more tightly into one of its biggest hyperscale buyers at rack scale, directly connected to Vera Rubin systems, networking, and AI factory designs, and could matter more for the story than gaming oriented launches like the new GIGABYTE GeForce RTX 50 series bundle. Yet behind the strong guidance, investors should also weigh how export controls and custom ASIC efforts could still reshape NVIDIA’s AI edge... Read the full narrative on NVIDIA (it's free!)NVIDIA's narrative projects $714.0 billion revenue and $392.6 billion earnings by 2029. This requires 41.2% yearly revenue growth and a $233.0 billion earnings increase from $159.6 billion today.Uncover how NVIDIA's forecasts yield a $302.83 fair value, a 39% upside to its current price.Exploring Other PerspectivesNVDA 1-Year Stock Price Chart Some of the most cautious analysts were already assuming NVIDIA’s revenue would need to climb toward roughly US$660 billion by 2029, yet still saw meaningful margin pressure and a lower future valuation multiple, so this kind of AWS scale up could prompt them to revisit both their AI demand and export control risk assumptions in very different ways.Explore 140 other fair value estimates on NVIDIA - why the stock might be worth as much as 86% more than the current price!Decide For YourselfDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your NVIDIA research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.Our free NVIDIA research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NVIDIA's overall financial health at a glance.Ready To Venture Into Other Investment Styles?Every day counts. These free picks are already gaining attention. See them before the crowd does:Invest in the nuclear renaissance through our list of 92 elite nuclear energy infrastructure plays powering the global AI revolution.AI is about to change healthcare. These 39 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.The latest GPUs need a type of rare earth metal called Dysprosium and there are only 30 companies in the world exploring or producing it. Find the list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if NVIDIA might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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