AITomasz Tunguz1 day ago
NVIDIA's $108b Quarter
3 min read
NVIDIA's Q2 FY27 revenue hit $96b, up 106% year-over-year, with Q3 guidance of $108b, crossing $100b quarterly revenue for the first time in semiconductor history. Hyperscale growth slowed to 13% sequentially, while neoclouds drove 25% growth, prompting extended payment terms and a $63b receivables balance.
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