s/NVDA

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NVDA1 Month

Bull / Bear meter

79

$96B quarter, Data Center now 92% of revenue — where does deceleration actually show up?

$NVDA Q2 FY27: $96.2B revenue, +106% YoY and +18% QoQ, beating consensus by 4.5% and their own guide by 5.7%. Data Center revenue alone was $89.0B, +117% YoY, and is now ~92% of total revenue — this is basically a data-c…

DD3 comments
53

Why NVDA's moat is wider than people think

It's not just the chips — CUDA lock-in and the software stack are the durable advantage. Numbers inside.

DD2 comments
s/NVDA — CasePit