NVDA · News · 20260930N
Gross Margin Drivers
NVIDIA CORP · 2026-09-30 · Importance 32 · Surprise 24 · No source text
NVIDIA’s GAAP gross margin was reported at 75% in fiscal second quarter. Third-party reporting expects a temporary margin decline before stabilization at approximately 72%–73% in fiscal 2028. The cited drivers include price resets and rising costs associated with the company’s new AI infrastructure platforms. NVIDIA’s reported 56% margin was also contrasted with Broadcom’s 36% net margin in investor commentary.
Key facts
- Seeking Alpha reported GAAP gross margins reached 75% in Q2, with management guiding for a temporary dip before stabilizing at 72–73% in fiscal 2028. source
- Fool.com reported NVIDIA has a 56% margin and $97 billion cash generation. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | negative | probable | -1.3% | Seeking Alpha reported GAAP gross margins reached 75% in Q2, with management guiding for a temporary dip before stabilizing at 72–73% in… |