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. Both GAAP and non-GAAP gross margins for the quarter were 75.0%. 2. Q3 outlook: NVIDIA expects Q3 revenue to be $108 billion, with a variance of 2%, while the market estimates $105.15 billion; GAAP and non-GAAP gross margins are expected to be 74.0%, with a variance of 50 basis points; GAAP and non-GAAP operating expenses are projected to be approximately $9.2 billion and $9 billion, respectively, with market estimates at $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 the previous market estimate of 45%. CEO Jensen Huang mentioned that they have never provided performance guidance a year in advance before. 4. Vera Rubin: Vera Rubin has now fully entered production. NVIDIA's CFO indicated that shipments of Vera Rubin began earlier this month; each 1 GW of deployed 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 noted that supply will remain a bottleneck for growth at least until fiscal year 2028, as the company is 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 company's remaining stock buyback authorization was approximately $99 billion. 7. Capital commitment: Increased 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%.