Nvidia Q2 FY2027 earnings: AI boom rolls on, but new questions emerge

Nvidia’s Q2 FY2027 earnings delivered another strong beat, with revenue reaching $96.2 billion, up 106% year-on-year, while Data Centre revenue jumped 117% to $89 billion. The company’s upbeat outlook reinforces the strength of the AI boom, but investors are increasingly focused on margins, supply constraints, AI investment returns and Nvidia’s growing role in financing the ecosystem.