NVIDIA (NVDA) Q2 FY27 earnings call

NVIDIA delivered another quarter of record revenue, driven by surging AI demand across hyperscalers, neo clouds, and enterprises, despite significant supply constraints. The company is expanding its full-stack AI factory platform, including new VeraRubin and Vera CPU products, and is strategically investing in Frontier AI labs and regional neo clouds to capture a broader market. Gross margins are expected to temporarily decline due to memory pricing but are projected to recover in FY28.