company · nvda-us
NVIDIA
NVIDIA Q2 FY2027 revenue $92.1B (+13% QoQ), Data Center $85.6B, ~74.8% GM, GAAP EPS $2.98, ~$52B FCF. Q3 guide $98.5B ±2%. Price ~$218; Hold / premium. See AMD, TSMC.
- Tickers NVDA
- Also known as NVDA · NVDA.US · NVIDIA
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Related research
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Metals in AI infra: origins, S&D, refining & costs | 2026 deep dive
Copper ~5.2% of AI DC CapEx; tin most fragile (8.2/10 scarcity). Eight charts + five tables: origins, refining (China ~57% Cu), costs, downstream BOM, equity map. Links nonferrous / copper / AI infra notes.
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Autonomous freight industry | Line-haul × city logistics (2026H2)
Aurora (AUR) runs U.S. commercial driverless line-haul; China skews hubs/city logistics & JD/Meituan cost options. Sleeve: NVDA shovels + AUR β + logistics. See Robotaxi.
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Are Open Models Catching Up? Three eras | SemiAnalysis note
SemiAnalysis: scaling / reasoning / agentic eras; open weights close gap in ~half the time each era (Kimi K2.6 vs Opus 4.5 ~4.8 mo), but benchmarks ≠ product. See AgentX v3, CUDA moat, NVDA.
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AgentX InferenceX v3: CUDA moat in agentic inference? | SemiAnalysis note
Apache 2.0 AgentX: $3M dataset, 1M+ context, 393 Claude Code traces, 95%+ KV reuse; ~2MW/1000+ chips full-stack test. DCP/PCP composability favors NVDA; post Aug 21 B200 perf/$ passed MI355X. See TileRT, open models note, AMD.
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Cerebras CS-4: same wafer, 2× clock, disagg rack | SemiAnalysis note
CS-4 keeps 5nm WSE-3; power/clock + 3-wafer backpack rack ~2× tok/s/user at similar BOM/wafer. 44GB SRAM unchanged—long-context needs disagg + HBM partners. See TileRT, AgentX v3, AMZN/Trainium.
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TileRT: ultra-high interactivity on NVIDIA GPUs? | SemiAnalysis note
Fast modes show users pay for latency. TileRT statically compiles decode into a persistent kernel; on InferenceX B200 can reach hundreds of tok/s/user—materially faster interactivity iso-cost vs classic engines. See CS-4, Rubin TCO, AgentX v3.
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SpaceX ~10GW by 2027: why real, MSFT as largest offtaker | SemiAnalysis note
SA sees SpaceX ~10GW cumulative by YE2027 as credible: speed-first builds + pricey short contracts. MSFT signed 10GW+ YTD with a near-term gap; ~$100B/GW/yr inference economics → likely largest offtaker. See MSFT, NeoCloud.
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x86 vs Arm vs RISC-V: status, competition & investable map | 2026
Q1’26 server rev ~52% x86 / ~46% Arm; AI hosts ~60% Arm. Scenario-layered ISA map + investable names. See CPU industry.
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Can AMD break the CUDA moat? Advancing AI 2026 | SemiAnalysis note
SemiAnalysis: ROCm/CI/MI455 vs CUDA gates; AgentX v3 (2026-08-24) quantifies DCP/PCP composability on agentic workloads. https://newsletter.semianalysis.com/p/can-amd-break-the-cuda-moat-amd-advancing
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Vera Rubin NVL72 vs GB200: inference TCO & architecture | SemiAnalysis note
SemiAnalysis: Rubin inference tokens/MW & TCO. https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference
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Squeezing Silicon: Keeping GPUs from Sitting Idle | AI Infra & the Hundred-Billion Market
GPUs buy silicon; returns hinge on utilization. Collectives, HBM, schedulers, power/thermal, and inference batching decide effective output from hundred-billion AI CapEx. Hub NVIDIA; complements AVGO/ANET; constraints TSM/MU; physical layer VRT. See CPU industry, AgentX v3 (agentic KV/routing).
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NVDA.US: Q2 FY2027 update — Blackwell ramp & Q3 $98.5B guide
NVIDIA Q2 FY2027 revenue $92.1B (+13% QoQ), Data Center $85.6B, ~74.8% GM, GAAP EPS $2.98, ~$52B FCF. Q3 guide $98.5B ±2%. Price ~$218; Hold / premium. See AMD, TSMC.