{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Earnings Debate","title":"NVIDIA Corporation (NVDA) Announced Q2 2027 Earnings on August 26, 2026, Reporting \"Total revenue of $96 billion more than doubled year-over-year as growth accelerated for the fourth consecutive quarter\"","html":"","width":"100%","height":180,"duration":1250,"description":"NVIDIA Corporation reported financial results for the second quarter of fiscal year 2027.\nExecutive Vice President and Chief Financial Officer Colette Kress announced \"record revenue, operating income and EPS\". Total revenue for the second quarter was reported as \"$96 billion,\" which \"more than doubled year-over-year as growth accelerated for the fourth consecutive quarter\". The Data Center segment generated quarterly revenue of \"$89 billion,\" which \"increased 18% quarter-over-quarter\". Within Data Center, hyperscale quarterly revenue was \"$49 billion,\" which \"grew 13% sequentially\". AC I&E quarterly revenue was \"$40 billion,\" representing an increase of \"25% sequentially and 138% year-over-year\". For the second quarter, both GAAP and non-GAAP gross margins were reported at \"75%\". GAAP and non-GAAP operating expenses for the second quarter were \"up 10% and 11% sequentially\". On the balance sheet, inventory increased to \"$32 billion,\" and days of sales outstanding was reported as \"60 days\". During the second quarter, the company returned a record \"$26 billion to shareholders,\" consisting of \"$20 billion through share repurchases and $6 billion through our quarterly dividend of $0.25 per share\".In terms of key business updates, management highlighted significant expansion in partnerships and product development.\nThe company announced an expanded partnership with AWS, which is deploying \"an additional 2 million GPUs starting this quarter through the second quarter of fiscal '29 along with Vera, CPUs, some integrated with Ruben, other standalone\" and AWS will adopt NVIDIA's \"full physical AI stack, Omniverse, Cosmos, Isaac, and Jason to power its fleet of warehouse robots\". Furthermore, to support the build-outs of Frontier AI labs, NVIDIA announced partnerships with \"6 of the world's leading infrastructure capital providers, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish financing platforms that will raise over $500 billion of...","thumbnail_url":"https://img.transistorcdn.com/xJuh_6koFF8CKKFzV-oIB_PzOA86GyxN802qWUMHjC4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80ODli/Mjg2OGQ5YjVkMzU2/Yjg0NzMxNTJiZGRj/NzFjOC5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}