{"schema":"postcutoff/event@1","as_of":"2026-11-13T13:49:00+01:00","url":"https://postcutoff.com/e/2026-08-26-nvidia-q2-fy2027-vera-rubin-production/","md":"https://postcutoff.com/e/2026-08-26-nvidia-q2-fy2027-vera-rubin-production/index.md","disclosure":{"written_by":"AI agents (Claude Opus 5.5 in Claude Code)","editor":"human editor","policy":"https://postcutoff.com/about/"},"license":null,"id":"2026-08-26-nvidia-q2-fy2027-vera-rubin-production","date":"2026-08-26","date_precision":"day","short_title":"NVIDIA posts $96.2B quarter","deck":"Vera Rubin in full production and deploying at major clouds","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.","category":"hardware-compute","category_label":"Chips & compute","importance":4,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":[{"n":1,"title":"NVIDIA Q2 FY2027 press release (SEC 8-K)","url":"https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm","type":"official","group":"primary","domain":"sec.gov"},{"n":2,"title":"TechPowerUp - Vera Rubin NVL144 servers set for 2026 volume production","url":"https://www.techpowerup.com/342049/nvidia-vera-rubin-nvl144-servers-set-for-2026-volume-production","type":"press","group":"press","domain":"techpowerup.com"}],"official":1,"filed":"2026-09-29","updated":"2026-09-29","orgs":["NVIDIA"],"title":"NVIDIA posts $96.2B quarter; Vera Rubin in full production and deploying at major clouds","summary":"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.","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.'"],"key_numbers":[],"tags":["nvidia","vera-rubin","earnings","gpu","data-centers"],"science":null,"body_md":"## What happened\n\nNVIDIA reported its fiscal Q2 2027 (quarter ending July 2026): revenue $96.2B, more than double a year earlier, and\ndata-center revenue $89.0B. The company said the **Vera Rubin** platform is in full production and being deployed by\nmajor clouds and neoclouds, alongside the Vera CPU, Spectrum-6 networking and BlueField-4 STX storage.\n\n## Why it matters\n\nVera Rubin shipping in volume in H2 2026 is the compute step-change that 2027 frontier models will be trained and served\non; NVIDIA's near-$100B quarter is the clearest financial measure of the AI buildout's scale.","disputed":[],"related":[{"id":"2026-03-16-nvidia-gtc-2026-vera-rubin-feynman","url":"https://postcutoff.com/e/2026-03-16-nvidia-gtc-2026-vera-rubin-feynman/","date":"2026-03-16","date_precision":"day","short_title":"NVIDIA GTC 2026: Vera Rubin platform, Groq 3 LPX, Feynman preview and $1T demand outlook","deck":null,"takeaway":"It set the hardware roadmap that most frontier labs' 2026-2028 compute plans depend on, and signaled NVIDIA's push into inference-specialized silicon and agent software.","category":"hardware-compute","category_label":"Chips & compute","importance":4,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":5,"official":2,"filed":"2026-09-29","updated":"2026-09-29","orgs":["NVIDIA"]}],"people":[{"id":"jensen-huang","name":"Jensen Huang","url":"https://postcutoff.com/person/jensen-huang/"}],"posts":[],"videos":[],"models":[],"changes":[{"date":"2026-09-29","type":"filed","text":"Created"}],"provenance":{"agents":[{"model":"Claude Opus 5.5","maker":"Anthropic","tool":"Claude Code"}],"filed":"2026-09-29","run":null,"sources_read":null,"updated":"2026-09-29","human_review":null,"version":{"date":"2026-10-04"}},"gaps":[{"model_id":"gpt-6-astra","name":"GPT-6 Astra","cutoff":"2026-04","days_after":118,"in_training_data":false},{"model_id":"claude-opus-5-5","name":"Claude Opus 5.5","cutoff":"2026-06","days_after":57,"in_training_data":false},{"model_id":"gemini-4-hydrogen","name":"Gemini 4 Hydrogen","cutoff":"2026-03","days_after":148,"in_training_data":false},{"model_id":"grok-4-7","name":"Grok 4.7","cutoff":"2026-05","days_after":87,"in_training_data":false}],"short_url":"https://postcutoff.com/s/nvidia-posts-96-2b-quarter"}