🇺🇸NVIDIA posted $96.2 billion in quarterly revenue, including $89 billion from data centers; future commitments reached $279 billion, mainly for memory.

NVIDIA reported fiscal 2027 second-quarter revenue of $96.2 billion, up 18% sequentially and 106% year over year. Data-center revenue was $89 billion, up 117% year over year, while generally accepted accounting principles and non-GAAP gross margins were both 75%.

Within the quarter, hyperscale-cloud revenue was reported at $48.71 billion, while AI cloud, industrial and enterprise revenue was $40.31 billion. NVIDIA returned $26 billion to shareholders through repurchases and dividends and had $99 billion of remaining repurchase authorization.

NVIDIA said future commitments had risen from $119 billion in the preceding quarter to $279 billion as of July 26, principally to secure memory supply. The reported schedule included $92 billion for the rest of the current fiscal year, $87 billion for fiscal 2028 and $88 billion for fiscal 2029; these are future supplier commitments rather than costs already incurred.

For the third quarter, NVIDIA forecast revenue of $108 billion, plus or minus 2%, and an adjusted gross margin of 74%, plus or minus 50 basis points. The forecast included no revenue from data-center computing sales to China; second-quarter H200 shipments to Chinese customers represented less than 1% of data-center revenue and were made under U.S. export licenses, according to the company.