NVIDIA CORP (NVDA) Form 8-K — Aug 26, 2026
NVIDIA reported record Q2 fiscal 2027 revenue of $96.2 billion, up 106% year over year and 18% sequentially, with Data Center revenue of $89.0 billion up 117%. GAAP diluted EPS was $2.46 ($2.22 non-GAAP) and both GAAP and non-GAAP gross margin came in at 75.0%. The company guided Q3 FY27 revenue to $108.0 billion plus or minus 2% while assuming no Data Center compute revenue from China, with gross margin of 74.0% plus or minus 50 basis points. CEO Jensen Huang said demand is accelerating, citing a golden age of new AI labs and the Vera Rubin platform now in full production.
Key figures
- Eps
- 2.46 GAAP diluted / 2.22 non-GAAP diluted
- Revenue
- 96221000000
- Guidance
- Q3 FY27 revenue $108.0B plus or minus 2% (no China Data Center compute revenue assumed); GAAP and non-GAAP gross margin 74.0% +/- 50bps; GAAP opex ~$9.2B / non-GAAP ~$9.0B; FY27 GAAP and non-GAAP tax rate 16.0%-18.0%
- Net Income
- 59688000000
- Revenue Yoy
- 106
- Total Assets
- 320272000000
- Cash Position
- 22.4 billion cash and equivalents; 56.6 billion including marketable debt securities
- Shares Outstanding
- 24,285 million weighted average diluted shares
- Dso
- 60 days, up from 45 days sequentially
- Inventory
- 31.6 billion, up from 25.8 billion sequentially
- Free cash flow q2
- 21.3 billion (vs 48.6 billion in Q1)
- Gaap gross margin
- 75.0%
- China hopper share
- less than 1% of Data Center revenue
- Quarterly dividend
- 0.25 per share payable October 1, 2026 (record date September 10, 2026)
- Supply commitments
- 279 billion, up from 119 billion last quarter, primarily memory procurement
- Data center revenue
- 89.0 billion, up 117% Y/Y and 18% Q/Q
- Ports pike capacity
- approximately 4.25 GW exclusively hosting NVIDIA infrastructure under 20-year leases to OpenAI; option for ~3.8 additional GW
- Non gaap gross margin
- 75.0%
- Edge computing revenue
- 7.2 billion, up 27% Y/Y
- Operating cash flow q2
- 24.1 billion
- Senior notes issued q2
- 25.0 billion
- Shareholder returns q2
- approximately 26.0 billion
- Total future commitments
- 366 billion
- Guarantee max gross exposure
- 108.5 billion (3.5 billion AI cloud guarantees + 105.0 billion SB Energy guarantees)
- Ports pike revenue potential
- each infrastructure generation approximately 1.5 million NVIDIA GPUs or approximately $150 billion to $200 billion in NVIDIA revenue
- Buyback authorization remaining
- approximately 99.0 billion
- Third party capital partnerships
- over 500 billion with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR
Price after filing
Close on the filing date to close N calendar days later (from $213.05). Historical, not a forecast.
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.