Nvidia reported Q2 FY2027 revenue of $96.2B (3 trillion baht), up 106% YoY, with Data Center driving 117% growth and beating analyst estimates. CEO Jensen Huang confirmed AI has reached an inflection point with rising demand from hyperscalers, startups, and physical AI applications. The company guides FY2028 revenue growth of ~70%—nearly 60% above consensus expectations—but warns gross margins will compress from 75% to 71-72% due to constrained HBM memory costs before recovering to 72-73% after pricing adjustments. Stock climbed 4-5% post-earnings despite modest 13% YTD gains, reflecting investor caution after 16 consecutive quarters of beats.
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