NVIDIA reports strong second-quarter fiscal 2027 results

NVIDIA reported second-quarter fiscal 2027 results for the period ended July 26, 2026, with revenue up 18% from the previous quarter and up 106% from a year ago. GAAP and non-GAAP gross margins were both 75.0%, underscoring continued profitability as demand for AI infrastructure remained central to the company’s performance.

Founder and CEO Jensen Huang said AI has reached an inflection point, with tokens becoming productive and profitable and compute turning into revenue. He pointed to a broader buildout led by new AI labs, startups, multiple frontier labs, open-model developers and emerging physical AI systems across the U.S. and global markets. Huang also said Vera Rubin is now in full production and was designed to support the current phase of infrastructure demand.