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[BUSINESS] · United States · 23 sources

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Nvidia reports record $96.2 billion revenue driven by AI demand FAST-MOVING

Nvidia has reported record-breaking financial results for its second fiscal quarter of 2027, driven by the massive global demand for artificial intelligence infrastructure. The company achieved quarterly revenue of $96.22 billion, a 106% increase compared to the same period last year, significantly exceeding Wall Street expectations.

The Data Center segment remains the primary growth engine, generating $89 billion in revenue, representing a 117% year-over-year surge. This growth is largely attributed to the deployment of Blackwell architecture and high-performance computing systems. CEO Jensen Huang noted that “AI has reached its inflection point,” emphasizing that computing power is now directly translating into revenue.

Looking ahead, Nvidia provided an optimistic forecast, projecting third-quarter revenue of approximately $108 billion, which is above analyst consensus. The company also announced that its Vera Rubin platform has entered full production to support the next generation of data centers. Despite the strong performance, some investors remain cautious regarding long-term market dominance and potential margin fluctuations.

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Blackwell · China · Jensen Huang · Nvidia · Vera Rubin · Wall Street

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