- Nvidia will report Q3 FY2027 results after the market closes on Tuesday, November 17, 2026, with a call at 2 p.m. PT (5 p.m. ET).
- Nvidia's Q2 FY2027 revenue was $96.2 billion, up 106% year over year, and data center sales reached $89 billion, up 117%.
- Nvidia's own Q3 FY2027 guidance, issued in August, calls for revenue of $108.0 billion, plus or minus 2%.
- Nvidia trades at about 26x trailing earnings, roughly half its five-year median, while the stock sits near $205.
- Nvidia's data center revenue equaled about 49% of the combined capital spending of five major cloud operators in the most recent quarter, per an analysis of filings.
- Vera Rubin is moving from early shipments toward volume, with cloud partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius bringing up racks.
Quotes
“AI has reached its inflection point”
“the AI infrastructure buildout is at full steam”