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From 44% to 70%: How a Single Remark from NVIDIA Upended the AI Infrastructure Landscape
Nvidia reported fiscal Q2 2027 revenue of $96.221 billion (+106%) and data center revenue of $89.0 billion (+117%), beating both market consensus and its own guidance. CFO Colette Kress provided a preliminary outlook for fiscal 2028 revenue growth of approximately 70% during the earnings call—not an official formal guidance, but an unusual statement far exceeding the existing analyst consensus of 44-45%. The company explained that 70% is a figure reflecting supply constraints, and customer demand forecasts point to roughly double that level. Gross margins were guided down to 71-72% in Q4—with the direct cause being memory costs rather than competition, interpreted as a sign of strengthened pricing power for Samsung Electronics and SK Hynix. AWS plans to deploy 2 million additional GPUs from 2027 to 2028 (this quarter to fiscal Q2 2029), and order backlogs for South Korea's three major power equipment makers have exceeded 36 trillion won, though the $500 billion capital financing platform with six financial institutions is still in the promotion stage prior to final contracts amid an ongoing circular financing debate.
Nvidia reported fiscal Q2 2027 revenue of $96.221 billion (+106%) and data center revenue of $89.0 billion (+117%), beating both market consensus and its own guidance. CFO Colette Kress provided a preliminary outlook for fiscal 2028 revenue growth of approximately 70% during the earnings call—not an official formal guidance, but an unusual statement far exceeding the existing analyst consensus of 44-45%. The company explained that 70% is a figure reflecting supply constraints, and customer demand forecasts point to roughly double that level. Gross margins were guided down to 71-72% in Q4—with the direct cause being memory costs rather than competition, interpreted as a sign of strengthened pricing power for Samsung Electronics and SK Hynix. AWS plans to deploy 2 million additional GPUs from 2027 to 2028 (this quarter to fiscal Q2 2029), and order backlogs for South Korea's three major power equipment makers have exceeded 36 trillion won, though the $500 billion capital financing platform with six financial institutions is still in the promotion stage prior to final contracts amid an ongoing circular financing debate.
Looking Beyond a Single GPU Firm's Earnings to the Chain Reaction of Server, Memory, Power, and Data Center Demand: Assessing the Sustainability of the AI Infrastructure Investment Cycle Record-Breaking Quarterly Performance and an Unusual 'Annual Outlook' Nvidia reported revenue of $96.221 billion for the second quarter of fiscal 2027 (May–July 2026) after the market close on August 26, 2026 (local time), marking a 106% increase compared to the same period last year. This surpassed the market consensus of around $92 billion by over 4%, continuing the company's trend of exceeding its own guidance. Net income surged 126% to $59.688 billion, and adjusted diluted earnings per share (EPS) came in at $2.22, beating the market expectation of $2.09. Data center revenue jumped 117% to $89.0 billion, accounting for approximately 92% of total revenue. However, what actually moved the market was no…
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