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$NVIDIA(NVDA)$  

NVIDIA reported its financial results for the second quarter of fiscal 2027. The performance was driven by continuous acceleration in global AI infrastructure investments.  

NVIDIA Newsroom

Q2 FY27 Key Financial Highlights

Total Revenue: $96.2 billion, up 106% year-over-year (YoY) and 18% quarter-over-quarter (QoQ), topping Wall Street estimates of ~$92 billion.  

NVIDIA Newsroom

Earnings Per Share (EPS):

Non-GAAP: $2.22, beating analyst expectations of $2.08-$2.09 (up 106% YoY).  

GAAP: $2.46, up 128% YoY.  

Gross Margin: Non-GAAP gross margin came in at 75.0% (up from 72.5% in Q2 FY26).  

Operating Income: $63.95 billion (Non-GAAP), representing a massive 124% YoY growth and reflecting substantial operating leverage.  

Capital Returns: Returned $26.0 billion to shareholders in repurchases and cash dividends during the quarter, with ~$99 billion remaining in share repurchase authorization.  

Segment Performance & Operational Drivers

Data Center Revenue: Reached $89.0 billion (making up ~92.5% of total sales), up 117% YoY.  

Hyperscale cloud providers accounted for $49 billion of Data Center revenue.  

Demand continues to shift toward next-generation infrastructure, including full production scaling of the Vera Rubin platform and deployment of Spectrum-6 optical networking systems. 

Edge Computing: Generated $7.2 billion, up 27% YoY and 13% QoQ, bolstered by PC AI superchips (NVIDIA RTX Spark) and local AI model deployments.  

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NVIDIA reported its financial results for the second quarter of fiscal 2027. The performance was driven by continuous acceleration in global AI infrastructure investments.  

Q2 FY27 Key Financial Highlights

Total Revenue: $96.2 billion, up 106% year-over-year (YoY) and 18% quarter-over-quarter (QoQ), topping Wall Street estimates of ~$92 billion.  

NVIDIA Newsroom

Earnings Per Share (EPS):

Non-GAAP: $2.22, beating analyst expectations of $2.08-$2.09 (up 106% YoY).  

NVIDIA Newsroom

GAAP: $2.46, up 128% YoY.  

NVIDIA Newsroom

Gross Margin: Non-GAAP gross margin came in at 75.0% (up from 72.5% in Q2 FY26).  

NVIDIA Newsroom

Operating Income: $63.95 billion (Non-GAAP), representing a massive 124% YoY growth and reflecting substantial operating leverage.  

NVIDIA Newsroom

Capital Returns: Returned $26.0 billion to shareholders in repurchases and cash dividends during the quarter, with ~$99 billion remaining in share repurchase authorization.  

NVIDIA Newsroom

Segment Performance & Operational Drivers

Data Center Revenue: Reached $89.0 billion (making up ~92.5% of total sales), up 117% YoY.  

NVIDIA Newsroom

Hyperscale cloud providers accounted for $49 billion of Data Center revenue.  

Investing.com

Demand continues to shift toward next-generation infrastructure, including full production scaling of the Vera Rubin platform and deployment of Spectrum-6 optical networking systems.  

NVIDIA Newsroom

Edge Computing: Generated $7.2 billion, up 27% YoY and 13% QoQ, bolstered by PC AI superchips (NVIDIA RTX Spark) and local AI model deployments.  

NVIDIA Newsroom

Financial Outlook & Management Guidance

Metric Q3 FY27 Guidance Market Impact / Context

Revenue $108.0 billion (±2%) Beats consensus of ~$104B; assumes zero Data Center compute revenue from China.

Gross Margin 74.0% (±50 bps) Slight compression from 75% due to rising memory hardware costs.

Operating Expenses ~$9.0 billion (Non-GAAP) Focused R&D scaling for next-gen platforms.

FY28 Revenue Outlook ~70% YoY Growth Strong long-term visibility despite supply constraints.

CEO Jensen Huang highlighted that AI computing has reached a self-sustaining inflection point where generated "tokens are productive and profitable," expanding beyond single frontier research labs into global enterprise, startup, and physical AI buildouts.