NVIDIA posts $96.2B quarter
Vera Rubin in full production and deploying at major clouds
Confirmed
Importance: major (4 of 5)The takeaway
NVIDIA’s Q2 FY2027 results (2026-08-26) showed revenue of $96.2B (+106% YoY) and data-center revenue of $89.0B, with the Vera Rubin platform in full production and deploying at CoreWeave, Google Cloud, Microsoft Azure, OCI and Nebius; NVIDIA guided the next quarter to $108B.
Status
- Claim
Confirmed
- Our reporting
- High confidence
- Importance
- Major (4 of 5)
- Last verified
- 29 September 2026
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Key facts
- Q2 FY2027 revenue: $96.2B, +106% YoY, +18% QoQ
- Data Center revenue: $89.0B, +117% YoY
- Q3 FY2027 outlook: $108.0B +/-2%; gross margin ~74.0%
- Vera Rubin in full production; deploying at CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius
- Vera CPU (‘first AI agent CPU’) rolling out; Spectrum-6 switches arriving at AI factories; Vera BlueField-4 STX announced
- Cosmos 3 launched as an open frontier omnimodel for physical AI
- Jensen Huang: ‘AI has reached its inflection point... compute is revenue.’
What happened
NVIDIA reported its fiscal Q2 2027 (quarter ending July 2026): revenue $96.2B, more than double a year earlier, and data-center revenue $89.0B. The company said the Vera Rubin platform is in full production and being deployed by major clouds and neoclouds, alongside the Vera CPU, Spectrum-6 networking and BlueField-4 STX storage.
Why it matters
Vera Rubin shipping in volume in H2 2026 is the compute step-change that 2027 frontier models will be trained and served on; NVIDIA’s near-$100B quarter is the clearest financial measure of the AI buildout’s scale.
Sources
2 sources from 2 sites. Numbers match the chips in the text.
2 sources: 1 primary, 1 press
Primary
- NVIDIA Q2 FY2027 press release (SEC 8-K)sec.gov, official
Press
- TechPowerUp - Vera Rubin NVL144 servers set for 2026 volume productiontechpowerup.com, press
Changes
- Filed