• Guotai Asset Management flagged Nvidia’s FY27 Q2 beat, citing revenue of USD 96.2 billion, up 106%, versus USD 92.4 billion expected.
• Data center revenue reached USD 89 billion, up 117%, with non-GAAP EPS of USD 2.22, up 120%; gross margin held at 75%.
• Next-quarter revenue guidance was USD 108 billion, excluding China data center revenue, above the roughly USD 104.2 billion consensus view.
• Management outlook pointed to about 70% revenue growth in FY2028, reinforcing demand expectations for AI compute capacity.
• The note highlighted memory supply constraints, citing procurement commitments rising to USD 279 billion from USD 119 billion as pricing pressures build.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on August 27, 2026, and is solely responsible for the information contained therein.