NVIDIA Q2 FY2027 CFO commentary

Q2 FY2027 Data Center $89,023M; Hyperscale $48,710M (+102%); ACIE $40,313M (+138%); Hopper shipments to China below 1% of Data Center revenue; gross margin up on Blackwell Ultra mix; cash, equivalents and marketable debt securities $56.6B; inventory $31.6B; supply commitments rose to $279B, mostly memory; $25.0B of senior notes issued; Vera Rubin to be introduced in Q3. Source extract: "Shipments of Data Center Hopper products to China during the quarter were less than 1% of Data Center revenue."

Source: NVIDIA (CFO Commentary, Form 8-K exhibit)
Type: Company filing or release
Published: August 26, 2026
Confidence: 95/100
Filed under: NVIDIA

Cite this

InsightNodes, "NVIDIA Q2 FY2027 CFO commentary" (NVIDIA). Source: NVIDIA (CFO Commentary, Form 8-K exhibit), August 26, 2026, https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27cfocommentary.htm. https://insightnodes.com/claims/e/nvidia-analyst-q2-fy2027-cfo-commentary-2026 (accessed October 29, 2026).

This page has a permanent address — link to it from notes, articles or models. Not investment advice.