Nvidia's Demand Outlook Still Supports The Bull Case Nvidia remains a Buy, supported by robust Q2 F...

Nvidia's Demand Outlook Still Supports The Bull Case Nvidia remains a Buy, supported by robust Q2 FY27 results and bullish management guidance for continued AI-driven growth. Data center revenue surged 117% YoY to $89 billion, with strong gains across hyperscale and ACIE customers, reinforcing NVDA's full-stack AI platform dominance. GAAP gross margins reached 75% in Q2, with management guiding for a temporary dip before stabilizing at 72–73% in fiscal 2028 as price resets offset rising costs.