Form 10-Q · Quarterly report
Nvidia 10-Q, filed Aug 26, 2026
- Filed
- CIK
- 0001045810
- Accession no.
- 0001045810-26-000075
Summary
Nvidia's quarterly report says revenue growth in the second quarter and first half of fiscal 2027 was driven by data-center accelerated-computing and AI products, with Blackwell accounting for the majority of system shipments and the next-generation Vera Rubin architecture beginning production shipments. Nvidia disclosed supply and capacity commitments rising to $279 billion as of July 26, 2026, and said it entered guarantees with SB Energy Corp. covering about 4.25 gigawatts of IT load at a Pike County, Ohio campus leased to OpenAI, with its aggregate obligation capped at $105 billion.
Key points
- Nvidia entered memorandums of understanding with several large capital providers to establish independent financing platforms aimed at mobilizing more than $500 billion of third-party capital for AI infrastructure deployment.
- Nvidia recorded a $0.4 billion charge in the first half of fiscal 2027 for H200 excess inventory and purchase obligations; shipments under U.S. licenses to China-based customers were restricted by the PRC government and accounted for less than 1% of data-center revenue in the most recent quarter.
- Nvidia held $99 billion of equity investments and $25 billion of equity investment commitments as of July 26, 2026, and commitments under its AI cloud service agreements totaled $36 billion.
- Nvidia's supply and capacity commitments rose from $119 billion the prior quarter to $279 billion as of July 26, 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion Overview Our Company and Our Businesses NVIDIA pioneered accelerated computing to help solve the most challenging computational problems. Since our original focus on PC graphics, we have expanded to several other large and important computationally intensive fields. Fueled by the sustained demand for exceptional 3D graphics and the scale of the gaming market, NVIDIA has leveraged its GPU architecture to create platforms for scientific computing, AI, data science, autonomous vehicles, robotics, and digital twin applications. NVIDIA is now a data center-scale AI infrastructure company reshaping all industries. …
An excerpt of the text as filed with the SEC, cut for length.
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