NVIDIA H2 Data Center Revenue Projected 20% Above Consensus on Resolved Supply Issues
NVDA sits 32% above its 52-week low of $151.49.
Summary
NVIDIA's fiscal 2027 H2 data center revenue is now projected to run approximately 20% above consensus estimates. This significant upgrade stems from the resolution of HBM4 issues on Vera Rubin and improved wafer supply, enabling faster product ramps. This positive outlook reinforces the company's strong trajectory, following record Q1 FY27 revenue and an $80 billion share buyback authorized in May. The news indicates continued robust demand and operational strength in NVIDIA's critical data center segment.
At the time of this announcement, NVDA was trading at $199.52 on NASDAQ in the Technology sector, with a market capitalization of approximately $4.8T. The 52-week trading range was $151.49 to $236.54. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Wiseek News.