NVIDIA Q2 FY27: Revenue Doubles to $96.2B, Guides Q3 to $108B
NVDA sits 30% above its 52-week low of $164.07.
Summary
NVIDIA's Q2 FY27 revenue doubled year-over-year to $96.2B, with Data Center up 117%. Q3 guidance of $108B implies continued acceleration. Supply commitments jumped to $279B and a $105B guarantee for the Ohio AI campus was disclosed.
Key Events · Earnings and Guidance · NVDA
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Record Q2 Revenue of $96.2B
Revenue grew 106% YoY and 18% QoQ to $96.2B, with Data Center revenue of $89.0B up 117% YoY.
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Q3 Guidance of $108B
NVIDIA guided Q3 FY27 revenue to $108.0B ±2%, implying ~12% sequential growth and continued AI infrastructure buildout.
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Supply Commitments Surge to $279B
Total supply and capacity commitments increased from $119B last quarter to $279B, primarily for memory procurement.
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$105B SB Energy Guarantee
NVIDIA disclosed guarantee obligations capped at $105B for the SB Energy PORTS-Pike Ohio campus, which will host NVIDIA infrastructure under 20-year leases to OpenAI.
Analysis · NVDA · Manufacturing
NVIDIA reported record Q2 FY27 revenue of $96.2 billion, up 106% year-over-year, driven by explosive Data Center growth of 117%. The company guided Q3 revenue to $108 billion, well above the current quarter, signaling continued AI infrastructure demand. Supply commitments surged from $119 billion to $279 billion, and NVIDIA disclosed a massive $105 billion guarantee for the SB Energy Ohio data center campus — a bet on OpenAI's long-term compute needs. The company also issued $25 billion in senior notes and returned $26 billion to shareholders via buybacks and dividends.
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At the time of this filing, NVDA was trading at $213.62 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $5.2T. The 52-week trading range was $164.07 to $236.54. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.