Nvidia's latest earnings report has once again become an important window for observing the prosperity of the global AI industry chain. On August 26, local time, Nvidia released its financial report for the second quarter of fiscal year 2027. Quarterly revenue was US$96.221 billion, up 106% year on year, of which data center business revenue was US$89.023 billion, up 117% year on year. The company's management anticipates that revenue for the 2028 fiscal year is expected to increase by about 70% year on year, and CPU business revenue will increase by more than 1 times year on year. After the financial report was released, Nvidia's stock price changed from decline to rise, and the overall recovery of global technology stocks was driven. As a core vendor in the current AI computing power industry chain, Nvidia's performance not only reflects GPU demand, but also affects server CPUs, networks, storage, data center construction, and even the model and application ecosystem. Judging from the current financial report and recent industry movements, AI infrastructure is still booming, and the market focus is shifting from demand for single computing power to industrial chain expansion, return on investment, and the next round of competition.

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