Semiconductors
Price
$230.20
+0.77%Market Cap
$5.55T
Day High
$234.76
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$229.82
NVIDIA delivered sharply higher Q2 FY2027 results driven by Blackwell Ultra data center demand, with revenue up 106% to $96.2 billion and gross margin expanding to 75.0%, while supply commitments and China export restrictions create forward uncertainty.
Key risk: Large supply and capacity commitments and guarantees
NVIDIA has significantly increased supply and capacity commitments to $279 billion and entered into guarantees, including up to $105 billion for SB Energy's Ohio data center campus. These multi-year arrangements could expose the company to financial, counterparty, and execution risks if demand weakens or partners fail to perform.
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