$NVDA Q2 FY2027: AI demand is still accelerating.
Revenue reached $96.2B, +106% YoY, beating the $92.3B consensus. Data center revenue surged 117% to $89.0B, while EPS of $2.22 also came in ahead.
Shares initially fell below $207 after hours, but the call changed the tone: management expects ~70% revenue growth in FY2028, well above the market's ~45% expectation, while Vera Rubin has now entered full-scale production.
The key takeaway: AI capex is still translating into accelerating revenue growth for NVIDIA.
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Not investment advice. For informational purposes only.