Daily AINo. 4第 4 期
Nvidia printed $96 billion and says demand is accelerating
Nvidia printed a $96 billion quarter and said the buildout is still accelerating. The custom-chip scare didn't knock the number over.
Nvidia did $96.2 billion. It guided $108 billion. China is not in the outlook
Second-quarter fiscal 2027 revenue was $96.2 billion, up 18% from last quarter and 106% from a year ago. Data Center was $89.0 billion, up 117% year over year. Gross margin held at 75%. GAAP EPS was $2.46. Jensen Huang: "Now, compute is revenue." Next quarter is expected at $108.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed. That beats the roughly $91 to $92 billion Wall Street was looking for going into the print.
SourcesNVIDIA, Aug 26
Vera Rubin and Groq 3 LPX are both in full production
Huang said Vera Rubin was built for this moment. Racks are running at CoreWeave, Google Cloud, Microsoft Azure, Oracle, and Nebius. Groq 3 LPX, the inference chip for agents, is in full production too. Nvidia also said it is lining up independent compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, aiming to mobilize over $500 billion of third-party capital over time, subject to definitive agreements.
SourcesNVIDIA, Aug 26
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Nvidia财报：一季962亿美元，还说需求在加速
Nvidia 一季做了 962 亿美元，还说建设还在加速。客户自研芯片没把这个数字打掉。
Nvidia 一季 962 亿，下季指引 1080 亿，中国数据中心算力没算进去
2027 财年第二季营收 962 亿美元，环比 18%，同比 106%。数据中心 890 亿，同比 117%。毛利率 75%。GAAP 每股 2.46 美元。黄仁勋原话：现在算力就是收入。下季指引 1080 亿，上下 2%，outlook 里不算中国数据中心算力收入。进财报前华尔街大概在 910 到 920 亿。
Vera Rubin 和 Groq 3 LPX 都已量产
黄仁勋说 Vera Rubin 就是为这一刻做的。CoreWeave、Google Cloud、微软 Azure、Oracle、Nebius 已经在跑机柜。给 agent 用的推理芯片 Groq 3 LPX 也量产了。Nvidia 还说在和 Apollo、BlackRock、Blackstone、Brookfield、高盛、KKR 搭独立算力融资平台，打算长期撬动超过 5000 亿美元第三方资金，还要等最终协议。
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