NVIDIA Corporation

NVIDIA Corporation · Semiconductors (AI accelerators)

Wed, August 26, 2026·After Market Close

NVIDIAAI acceleratorsData centerEarnings

01Wall Street Consensus

EPS—

Revenue—

Key Checkpoints

01Data center revenue and sequential growth
02Blackwell and Rubin generation shipment mix
03Gross margin — whether memory cost inflation is passed through
04Next-quarter revenue guidance
05Inventory and supply commitments

Upside Catalysts

The hyperscaler capex upgrade cycle continuing
Next-generation architecture shipment ramp
Expanding inference demand

Risk Factors

Rising memory prices — cost pressure
Customer concentration among the top hyperscalers
Export control developments
Capacity and supply constraints

Detail

EEPS History (Last 14 Quarters)

Actual EPS vs Consensus — Green Beat · Red Miss

Beat13

Miss0

Beat rate100%

1Preview Note

NVIDIA has confirmed August 26 as the reporting date for fiscal 2027 second quarter (quarter ended 2026-07-26). Management's repeated demand framing is roughly $650B of combined 2026 capex across the four largest hyperscalers and a $1T data center capex pool in 2027 — customer demand, not its own spend. Consensus figures will be filled in closer to the print.

Comments

Earnings