NVIDIA's Blackwell Ultra drives record $96.2 billion quarter

NVIDIA reported record quarterly revenue of $96.2 billion for fiscal Q2 2027, up 106% year-over-year, driven by its Data Center segment and Blackwell Ultra platform. Data Center revenue reached $89 billion, up 117% annually, with hyperscale customer revenue growing 102% to $48.7 billion. The company forecasts $108 billion in Q3 revenue and has increased supply chain commitments from $119 billion to $279 billion. NVIDIA secured guarantees supporting 4.25 GW of capacity at an Ohio campus for OpenAI under 20-year leases, with potential exposure of $105 billion. The company also raised $25 billion through senior notes and returned $26 billion to shareholders.