MarketPR

Nvidia's data-center capacity clears $89 billion as Vera Rubin enters full production

9/5/2026

Data-center revenue at Nvidia (NVDA) hit $89 billion in the second quarter of fiscal 2027, a 117% year-over-year gain that now accounts for more than 90% of the company's top line.

Total revenue of $96.2 billion cleared the $91.8 billion Wall Street consensus. The next number in focus is Q3 guidance of $108 billion, plus or minus 2%.

The throughput picture Vera Rubin infrastructure reached full production during the quarter, with racks running at CoreWeave (CRWV), Alphabet (GOOGL), Microsoft (MSFT), Oracle (ORCL), and Nebius (NBIS).

Demand continues to outpace supply, per the company: that lead-time gap is what a 117% data-center surge looks like when it lands on the income statement.