NuAxiSemiconductor trade intelligence
NVIDIA 2Q Revenue Surges 106% YoY; FY2028 Revenue Expected to Grow 70% NVIDIA announced its fiscal 2Q27 results on August 26, reporting record revenue...
What happened
NVIDIA reported record revenue of $96.22 billion (+106% YoY) and expects FY28 growth of 70%, driven by data center demand. However, gross margins are projected to decline to 71-72% due to tight memory supply and pricing. Bullish sentiment for stock, but margin pressure signals supply chain headwinds.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
MemoryDRAM
revenue_growthmargin_compressionsupply_constraintprice-hike
Source and time
Source: TrendForce Official (Market Data) · 8/26/2026 · View original source
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