NVIDIA (NASDAQ: NVDA) — Q2 FY2027 Post Earnings

Post earnings note company quarterly analysis

Operations

As of August 26, 2026
Q2 Total Revenue $96.2B
Divisions
Data Center 92.5%
Edge Computing 7.5%

Key Earnings Driver: Data Center

NVIDIA reported Q2 revenue of $96.2 billion, up 106% YoY, with Data Center revenue of $89.0 billion, up 117%. Data Center represented 92.5% of total revenue. Within Data Center, NVIDIA “announced the NVIDIA Vera Rubin platform is ramping into full production,” while Blackwell led across MLPerf Training 6.0 benchmarks.

Key Operating Metrics¹

METRIC

STATUS

Data Center

🟢 Scaling

Key Financial Metrics

Gross Margin
75.0%
+2.6 pp YoY
Free Cash Flow Conversion
N/A
CapEx Intensity 2.8%

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.