Stocks
Nvidia Set to Deliver Record-Breaking Revenue on August 26
Nvidia is expected to report its biggest revenue beat ever when it releases its second-quarter 2027 results on August 26, according to Jefferies.
The firm estimates that Nvidia will post $95 billion in revenue, surpassing the consensus forecast of $92.07 billion.
This growth is driven by increasing demand for next-generation AI systems and the Vera Rubin platform, which Jefferies expects to become a larger portion of GPU revenue later this year.
Nvidia's participation in an OpenAI-related AI infrastructure project with SB Energy may also support demand, although Jefferies notes that the investment could raise questions about customer financing.