On August 27, 1. NVIDIA's Q2 performance for fiscal year 2027: Revenue reached $96.2 billion, a 106% year-over-year increase; adjusted EPS was $2.22, up 120% year-over-year. Data center revenue hit $89 billion, growing 117% compared to the same period last year, exceeding market expectations of $85.86 billion. Edge computing revenue was $7.2 billion, up 13% from the previous quarter and 27% year-over-year. The GAAP and non-GAAP gross margin for the quarter was 75.0%. 2. Q3 outlook: NVIDIA expects Q3 revenue to be $108 billion, with a variance of 2%, compared to market expectations of $105.15 billion; GAAP and non-GAAP gross margins are projected to be 74.0%, with a variance of 50 basis points; GAAP and non-GAAP operating expenses are expected to be approximately $9.2 billion and $9 billion, respectively, against a market estimate of $8.97 billion. NVIDIA anticipates a full-year GAAP and non-GAAP tax rate for fiscal year 2027 to be between 16.0% and 18.0%, excluding any special items and significant changes in NVIDIA's tax environment. 3. Fiscal year 2028 outlook: NVIDIA's CFO stated during the earnings call that revenue for fiscal year 2028 is expected to grow by about 70%, compared to a previous market estimate of 45%. CEO Jensen Huang noted that the company has never provided performance guidance a year in advance before. 4. Vera Rubin: Vera Rubin is now fully in production. NVIDIA's CFO mentioned that shipments of Vera Rubin began earlier this month; each deployment of 1 GW of computing power corresponds to approximately $40 billion in revenue opportunities; Vera Rubin is expected to contribute about 20% of data center business revenue in the third quarter. 5. Supply: NVIDIA's CFO indicated that supply will remain a growth constraint at least until fiscal year 2028, with the company facing extremely high memory prices. Jensen Huang stated that without supply constraints, the company's performance outlook for fiscal year 2028 would be 'much higher.' 6. Dividends and buybacks: A cash dividend of $0.25 per share will be distributed on October 1, 2026, to all shareholders registered by September 10, 2026. In the second quarter of fiscal year 2027, NVIDIA returned approximately $26 billion to shareholders through stock buybacks and cash dividends. As of the end of the second quarter, the remaining stock buyback authorization was approximately $99 billion. 7. Capital commitment: Expanded from $119 billion in the previous quarter to $279 billion. 8. Stock performance: NVIDIA's stock price initially dropped about 3% in after-hours trading following the earnings report, but quickly rebounded during the earnings call, rising over 4%.