Will NVIDIA (NVDA) Q2 Data Center Revenue be above __?
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NVDA Preview Summary Target Price: Based on a P/E ratio of 28x for FY27E/FY28E EPS, we raise our target price to $345. Pre-Earnings Estimates: F2Q revenue model is $94.5 billion, higher than the Bloomberg consensus estimate of $91.8 billion and the buyer's expectation of approximately $94 billion. F3Q Guidance Estimates: We estimate guidance of approximately $108 billion (based on demand of $110-111 billion), with approximately 500,000 Rubin modules. Conference Call Focus: Nvidia's $500 billion funding platform, the second half/1Q Rubin production curve (potentially all at 23 million), gross margin trajectory, and memory/optical specifications. Customer Momentum: Recent order increases indicate improved market share on AWS and Google, while the traction of Anthropic and open-source weighted models continues to grow. Vera Rubin and Rubin Ultra: Four US cloud service providers (CSPs) are increasing demand for VR200; CoWoS is projected to reach 1.05 million units in 2027. Memory Specifications: As previously mentioned, Rubin Ultra offers four HBM options, potentially shifting to HBM4 8-Hi (192GB) and HBM4e 12-Hi (384GB). Rubin Ultra Oberon: Chip height is fine-tuned between "9-18-9" and "10-9-8". Ecosystem and Competitors: The NVL576, with NPO scaling, is positioned to compete with AMD's MI500 256-GPU configuration. Neocloud Momentum: Funding support helps neocloud scale, surpass CSPs, and lock in recurring GPU hour revenue under strong credit conditions, despite ongoing valuation debates.
NVDA Preview Summary Target Price: Based on a P/E ratio of 28x for FY27E/FY28E EPS, we raise our target price to $345. Pre-Earnings Estimates: F2Q revenue model is $94.5 billion, higher than the Bloomberg consensus estimate of $91.8 billion and the buyer's expectation of approximately $94 billion. F3Q Guidance Estimates: We estimate guidance of approximately $108 billion (based on demand of $110-111 billion), with approximately 500,000 Rubin modules. Conference Call Focus: Nvidia's $500 billion funding platform, the second half/1Q Rubin production curve (potentially all at 23 million), gross margin trajectory, and memory/optical specifications. Customer Momentum: Recent order increases indicate improved market share on AWS and Google, while the traction of Anthropic and open-source weighted models continues to grow. Vera Rubin and Rubin Ultra: Four US cloud service providers (CSPs) are increasing demand for VR200; CoWoS is projected to reach 1.05 million units in 2027. Memory Specifications: As previously mentioned, Rubin Ultra offers four HBM options, potentially shifting to HBM4 8-Hi (192GB) and HBM4e 12-Hi (384GB). Rubin Ultra Oberon: Chip height is fine-tuned between "9-18-9" and "10-9-8". Ecosystem and Competitors: The NVL576, with NPO scaling, is positioned to compete with AMD's MI500 256-GPU configuration. Neocloud Momentum: Funding support helps neocloud scale, surpass CSPs, and lock in recurring GPU hour revenue under strong credit conditions, despite ongoing valuation debates.
What is this event about?
This market will resolve to "Yes" if NVIDIA's Data Center revenue for the upcoming second fiscal quarter, as reported in its official company earnings materials, are above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.