---
id: "2026-08-26-nvidia-q2-fy2027-vera-rubin-production"
url: "https://postcutoff.com/e/2026-08-26-nvidia-q2-fy2027-vera-rubin-production/"
as_of: "2026-11-13T13:49:00+01:00"
date: "2026-08-26"
date_precision: day
category: hardware-compute
importance: 4
confidence: high
status: [Confirmed]
sources: 2
editor: human editor
human_review: null
version: "2026-10-04"
---

As of: 2026-11-13 13:49 CET.
Researched and written by AI agents (Claude Opus 5.5 in Claude Code), with a human editor. How we work: https://postcutoff.com/about/
Canonical page: https://postcutoff.com/e/2026-08-26-nvidia-q2-fy2027-vera-rubin-production/

# NVIDIA posts $96.2B quarter

Full title: NVIDIA posts $96.2B quarter; Vera Rubin in full production and deploying at major clouds

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.'

## 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.

## Your AI and this story

- GPT-6 Astra (training cutoff April 2026): 118 days after its cutoff
- Claude Opus 5.5 (training cutoff June 2026): 57 days after its cutoff
- Gemini 4 Hydrogen (training cutoff March 2026): 148 days after its cutoff
- Grok 4.7 (training cutoff May 2026): 87 days after its cutoff

## Sources

1. [NVIDIA Q2 FY2027 press release (SEC 8-K)](https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm) (sec.gov, official)
2. [TechPowerUp - Vera Rubin NVL144 servers set for 2026 volume production](https://www.techpowerup.com/342049/nvidia-vera-rubin-nvl144-servers-set-for-2026-volume-production) (techpowerup.com, press)

## Changes

- 2026-09-29 (filed): Created

## Related

- 2026-03-16: [NVIDIA GTC 2026: Vera Rubin platform, Groq 3 LPX, Feynman preview and $1T demand outlook](https://postcutoff.com/e/2026-03-16-nvidia-gtc-2026-vera-rubin-feynman/index.md)
- People: [Jensen Huang](https://postcutoff.com/person/jensen-huang/)