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NVIDIA (NVDA)

NVIDIA designs AI GPUs and rack-scale systems, and it reports fiscal Q3 2027 results on 2026-11-17 against a $108.0B revenue guide.

Updated

Information and analysis only, not a recommendation to buy, sell or hold any security. The author may own securities discussed.

Researched and drafted with AI agents. Every figure is taken from a source cited on the page.

Analysis and information

What it does

NVIDIA designs GPUs, CPUs, networking and software for AI data centers, and it offers them as full rack-scale platforms. Data Center was $89.0B of its $96.2B revenue in the quarter to 2026-07-26. Its current platform, Vera Rubin, is in full production, with racks running at cloud partners.

Role in the theme

In the Chips, equipment and servers theme, NVIDIA designs the AI systems, and suppliers such as Amkor, IBIDEN and KYEC are expanding capacity for its products. NVIDIA gave KYEC a $1.1B capacity reservation advance.

Latest

  • 2026-10-28: NVIDIA set its fiscal Q3 2027 results call for 2026-11-17 at 2 p.m. PT.
  • 2026-10-27: NVIDIA and Oracle said Oracle Cloud Infrastructure superclusters will grow to multi-gigawatt scale with Vera Rubin NVL72 systems.
  • 2026-10-21: NVIDIA said it plans to raise substrate capacity for its products 2.5 times over three years with its suppliers. KYEC will build US facilities backed by a $1.1B capacity reservation advance from NVIDIA. Amkor plans to raise its advanced packaging capacity by more than 300% by the end of 2028.
  • 2026-09-02: NVIDIA agreed to acquire Hugging Face for about $11.9B. It expects the deal to close in the first half of 2027, pending regulatory approvals.
  • 2026-08-26: Fiscal Q2 2027 revenue was $96.2B, up 106%. Gross margin was 75.0%. Q3 guidance is revenue of $108.0B, plus or minus 2%, with no Data Center compute revenue from China assumed.

What to watch

  • Q3 revenue against the $108.0B guide, and the China assumption.
  • Lease guaranties. In August, NVIDIA guaranteed residual values on leases for about 4.25 GW at an Ohio campus, with OpenAI as the tenant. Its obligation is capped at $105B, and the sites are expected to be ready starting in 2028.
  • Hugging Face regulatory approvals.
  • Next report: fiscal Q3 2027 results on 2026-11-17 (confirmed by the company).

Covered in

Sources

Primary means the publisher of the data or the filing; secondary means press or an aggregator.