NVDA · 8-K · 20260826PR000073
Guidance / Outlook
NVIDIA CORP · 2026-08-26 · Importance 80 · Surprise 68 · In source text
NVIDIA expects third-quarter fiscal 2027 revenue of $108.0 billion, plus or minus 2%. The outlook assumes no Data Center compute revenue from China. Third-quarter GAAP and non-GAAP gross margin is expected to be 74.0%, plus or minus 50 basis points. Third-quarter GAAP and non-GAAP operating expenses are expected to be approximately $9.2 billion and $9.0 billion, respectively.
Key facts
- NVIDIA's outlook for Q3 FY27 revenue is $108.0 billion, plus or minus 2%, and NVIDIA is not assuming any Data Center compute revenue from China in its outlook. source
- GAAP and non-GAAP gross margins for Q3 FY27 are expected to be 74.0%, plus or minus 50 basis points. source
- NVIDIA stated that certain forward-looking statements include expectations with respect to supply and demand for NVIDIA’s products including Blackwell and Vera Rubin and other future-oriented items. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | NVIDIA's outlook for Q3 FY27 revenue is $108.0 billion, plus or minus 2%, and NVIDIA is not assuming any Data Center compute revenue from… |
| margin | unclear | committed | — | GAAP and non-GAAP gross margins for Q3 FY27 are expected to be 74.0%, plus or minus 50 basis points. |