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NVIDIA Q2 FY2027: AI Supercycle Accelerates, Multi-Engine Growth

NVIDIA reported stellar Q2 FY2027 results with revenue of $96.2B, up 106% YoY, and data center revenue of $89B, both beating expectations. The company highlighted the accelerating AI supercycle, with Vera Rubin entering full production and a record $4.8B in equity investments during the quarter. However, shares dipped as investors weighed risks from customer concentration, rising debt issuance, and margin guidance.

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