Nvidia continued its explosive growth into the second quarter of fiscal year 2027. Jensen Huang, Nvidia's founder and CEO, assessed the latest results as a sign that the AI industry has entered a full-fledged profit-generation stage.

■ Q2 Revenue of $96.2 Billion... Up 106% Year-on-Year

Nvidia announced on the 26th (local time) that its revenue for the second quarter of fiscal year 2027 reached $96.221 billion. This represents an 18% increase from the previous quarter and a 106% increase from the same period a year earlier. Data center segment revenue came to $89 billion, up 117% year-on-year.

■ Jensen Huang: "AI Has Reached an Inflection Point... Tokens Are Generating Productivity and Profitability"

Along with the earnings announcement, CEO Jensen Huang said, "AI has reached an inflection point. AI is now doing genuinely useful work, and tokens are generating productivity and profitability. Computing is now revenue."

Huang also emphasized that AI-related demand is in fact expanding even faster. He explained that whereas this time last year a handful of AI labs were leading infrastructure expansion, multiple frontier AI labs and new AI startups are now scaling up simultaneously. In addition, he noted that the market is expanding with open-model ecosystems and physical AI. Huang evaluated this by saying, "AI infrastructure buildout is proceeding at full speed."

■ Next-Generation Platform 'Vera Rubin' Enters Full Mass Production

Huang stated that the next-generation platform, Vera Rubin, has now entered full mass production, emphasizing that it was designed to meet surging AI computing demand.

His remarks are significant in that they interpreted the background of Nvidia's earnings growth not merely as expanded AI investment, but as an entry into the stage of actual monetization of AI services. It reflects the judgment that the structure in which computing resources devoted to AI model training and inference translate into actual revenue and profit is now taking hold in earnest.

■ Next Quarter Revenue Guidance of $108 Billion ±2%... Excluding China Data Center Revenue

Nvidia provided revenue guidance for the next quarter of $108 billion, plus or minus 2%. However, this forecast does not include China data center computing revenue.

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