The company reported revenue surging to $96 billion, with data center sales at $89 billion split between hyperscalers and a fast-growing ACIE segment now nearing half the business, alongside 75% gross margins and $72.14 billion in gross profit that reflect strong pricing power from its full-stack AI platform. Networking grew 18% sequentially to become the world's largest, while the Vera CPU achieved a $5 billion+ TTM run rate and is projected to more than double next year with 1.8x performance gains. Management guided 70% revenue growth for the coming year, viewed as conservative amid supply constraints on packaging and power despite customer forecasts of doubling and record backlog, driving an 8.7% stock gain.

Company: NVIDIA Corporation (NVDA) — Q2 FY2027

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