Nvidia Q2 FY27: $96.2B Beat, Guides Q3 to $108B ±2%
Nvidia posted $96.2B in Q2 FY27 revenue — a $5B beat on its own guide — with data center at $89B, EPS at $2.46 and Q3 set at $108B.
Artificial Intelligence
Market-focused coverage of artificial intelligence companies, infrastructure spending, business models, and adoption. We examine the filings, financial metrics, and competitive forces behind the headlines.
Nvidia Q2 FY27 Preview: $91B Guide, 3 Numbers That Matter
Nvidia reports Q2 FY27 after the close on Wed. Aug 26. The guide is $91B revenue at 74.9% GAAP margin. Here are the three prints traders will trade.
Nscale’s $3B US IPO: Nvidia-Backed Neocloud Chases CoreWeave
Nscale is preparing a US IPO to raise up to $3B, months after a $2B Series C valued the Nvidia-backed AI cloud at $14.6B. The pitch: a $51B contracted backlog.
Samsung’s $79B Payout: Special Dividend Beats Buyback
Samsung will return up to KRW 110T (~$79B) — half of FCF plus a special dividend. Why Korea’s chip giant is skipping the buyback.
Anthropic Lines Up $10B+ Bank Credit Ahead of IPO
Morgan Stanley, Goldman and JPMorgan each writing $1.25B into Anthropic’s $10B+ revolver, jockeying for lead roles on a $2T IPO targeted for October.
Nebius Group’s $4.5B Convertible Fuels AI Cap-Ex Push
Nebius announced a $4.5 billion two-tranche convertible senior notes offering to fund AI data center buildout after Q2 revenue jumped 454% to $582M.
Alphabet’s A$5.5B Kangaroo Bond Smashes Aussie Corp Record
Alphabet priced a four-tranche A$5.5B kangaroo on Aug 19 with orders above A$18B — more than 2x Apple’s prior AUD tech record, all to fund AI capex.
Databricks Closes $5B at $190B: Coatue, MGX, T. Rowe In
Databricks raised $5B at a $190B valuation on Aug 13, 2026 — Coatue led, with Blackstone, MGX, T. Rowe Price and new investor Sixth Street Growth in the syndicate.
HeartFlow Surges 36% on Q2 Blowout: Rev +48%, Guide Raised
HeartFlow’s Q2 2026 revenue rose 48% to $64.1M, non-GAAP gross margin hit 83.3%, and the AI cardiology company raised its FY26 guide to $246-$250M.
Applied Materials Record Q3: $9.1B, Guide Up, China Slips
Applied Materials posted record Q3 FY26 revenue of $9.12B and guided Q4 to $10.25B, but China’s revenue share fell from 35% to 28%. Stock -5% pre-market.