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NVIDIA's quarterly revenue reaches almost $100 billion, and $90 billion of that is from AI

NVIDIA's Data Center revenue for Q2 2027 reached $89.0 billion, which represents a massive 117% increase over the same period last year.

NVIDIA's quarterly revenue reaches almost $100 billion, and $90 billion of that is from AI
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TL;DR: NVIDIA reported Q2 2027 revenue of $96.2 billion, up 106% year-over-year, with 75% gross margins and $26.0 billion returned to shareholders. Data Center revenue was $89.0 billion (117% YoY) as Vera Rubin entered full production; Edge Computing totaled $7.2 billion. Q3 guidance: $108.0 billion.
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NVIDIA has posted its latest quarterly financial results for Q2 2027, for the period ending July 26, 2026. Total revenue hit an impressive $96.2 billion for the three-month period, which was up 18% from the previous quarter and 106% from the same period last year. To make that $96.3 billion figure even more impressive, the gross margins, or profit "pocketed" by NVIDIA, were 75%.

NVIDIA's quarterly revenue reaches almost $100 billion, and $90 billion of that is from AI 1

NVIDIA also confirmed it returned $26.0 billion to shareholders for the quarter through shares and cash dividends. As expected, NVIDIA's Data Center segment made up the lion's share of the revenue, with $89.0 billion of the $96.2 billion. This figure is a whopping 117% increase from last year, and NVIDIA highlighted its latest Vera Rubin platform "ramping into full production" for partners including CoreWeave, Google Cloud, Microsoft Azure, and Oracle Cloud Infrastructure, as a key milestone.

This, alongside other AI hardware, model, and software advancements, will reportedly see its Q3 2027 revenue hit $108.0 billion, and that's without any "Data Center compute revenue from China." Outside Data Center revenue, the second-biggest segment for the quarter was Edge Computing, which rose to $7.2 billion, up 13% from the previous quarter.

Edge Computing covers all of NVIDIA's consumer, workstation, and research hardware and software that isn't related to Data Center. This includes the company's GeForce RTX hardware; however, NVIDIA lists the Edge Computing highlights for the quarter as being the announcement of NVIDIA RTX Spark, NVIDIA DGX Station, DRIVE Hyperion robotaxis, Isaac GR00T robotics, and the arrival of new open models like Alpamayo 2 Super for autonomous vehicles and Cosmos 3 for physical AI.

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Question #1

How much of NVIDIA’s Q2 2027 revenue came from the Data Center segment and how did that compare year-over-year?

Question #2

What is the Vera Rubin platform and which cloud partners are reported as ramping it into production?

Question #3

How much did NVIDIA return to shareholders in Q2 2027 and by what methods?

Question #4

Which new products or models did NVIDIA highlight in Edge Computing during the quarter (e.g., RTX Spark, DGX Station, DRIVE Hyperion, Isaac GR00T, Alpamayo 2 Super, Cosmos 3)?

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"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," said Jensen Huang, founder and CEO of NVIDIA. "And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online - with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment."

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About the author

Senior Editor

Kosta is a veteran gaming journalist that cut his teeth on well-respected Aussie publications like PC PowerPlay and HYPER back when articles were printed on paper. A lifelong gamer since the 8-bit Nintendo era, it was the CD-ROM-powered 90s that cemented his love for all things games and technology. From point-and-click adventure games to RTS games with full-motion video cut-scenes and FPS titles referred to as Doom clones. Genres he still loves to this day. Kosta is also a musician, releasing dreamy electronic jams under the name Kbit.

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