Citable filing context

NVDA filing events and research context

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NVDA's research view summarizes recent SEC filing context, starting with acquisition from Sep 3, 2026.

NVDA filing events and research context
FiledItemContext
Sep 3, 2026acquisitionNVIDIA entered a definitive agreement to acquire Hugging Face for approximately $11.9 billion.
Aug 26, 2026earningsNVIDIA reported Q2 fiscal 2027 revenue of $96.2 billion, up 106% year-over-year.
Aug 17, 2026material_agreementNVIDIA partnered with SB Energy, guaranteeing up to $105B in leases for OpenAI and investing $1.5B.
Aug 26, 2026Guidance: gaap_operating_expensesnot reported to not reported
Aug 26, 2026Guidance: gross_margin73.50 to 74.50
Aug 26, 2026Guidance: non_gaap_operating_expensesnot reported to not reported
Aug 26, 2026mda_quarterlyNVIDIA's second-quarter fiscal 2027 revenue surged 106% year-over-year to $96.22 billion, with net income reaching $59.69 billion ($2.46 diluted EPS) and gross margin expanding to 75.0%. Growth was overwhelmingly driven by the Data Center platform, which generated $89.02 billion (up 117% YoY) following the rapid ramp of Blackwell Ultra infrastructure across hyperscale and enterprise customers. The Compute & Networking segment delivered $88.30 billion in revenue, while Graphics contributed $7.92 billion. To support long-term demand and the transition toward the next-generation Vera Rubin architecture, NVIDIA expanded supply and capacity commitments to $279 billion amid ongoing supply constraints. Geopolitical trade restrictions kept Data Center shipments to China under 1% of Data Center revenue, while US tariffs and diminishing demand drove inventory charges on H200 systems. To alleviate customer infrastructure bottlenecks, NVIDIA committed $36 billion to AI cloud service agreements and issued financial guarantees, capped at $105 billion for an SB Energy buildout hosting compute for OpenAI in Ohio. Supported by a $25.0 billion senior debt issuance, cash and marketable debt securities totaled $56.59 billion. Capital returns included $19.7 billion in quarterly share repurchases and an increased quarterly dividend of $0.25 per share.
May 20, 2026mda_quarterlyNVIDIA reported first-quarter revenue of $81.6 billion, an 85% year-over-year increase, driven primarily by the Compute & Networking segment's $74.6 billion in revenue. Growth was fueled by the Blackwell 300 ramp and strong demand for InfiniBand, Spectrum-X Ethernet, and NVLink solutions. Data Center revenue reached $75.2 billion, split evenly between Hyperscale and the AI Clouds, Industrial, and Enterprise (ACIE) markets. Gross margin expanded to 74.9%, largely due to the non-recurrence of a $4.5 billion H20 inventory charge from the prior year. The Rubin platform is expected to ship in the second half of fiscal 2027. Critical risks include energy and capital constraints limiting customer AI infrastructure buildouts, production complexities associated with new architectures, and the rise of open-source foundation models. Geopolitical headwinds persist, including USG licensing requirements and 25% tariffs on H200 shipments to China. Revenue concentration remains high, with three direct customers accounting for 54% of total revenue. Capital allocation focused on shareholder returns, featuring $20.2 billion in share repurchases, a new $80 billion repurchase authorization, and a quarterly dividend increase to $0.25 per share.

Source: SEC EDGAR filing text and events; period Sep 3, 2026; filed Sep 3, 2026.

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