NVDA · 10-Q · 2026Q3 · Full report
Product Launch and Transition
NVIDIA CORP · 2026-08-26 · Importance 96 · Surprise 100 · In source text
Blackwell continued to account for the majority of NVIDIA’s system shipments during the second quarter. Blackwell Ultra infrastructure drove the year-over-year increase in Compute & Networking revenue and the 117% growth in Data Center revenue. NVIDIA’s next-generation Data Center architecture, Vera Rubin, began production shipments in the third quarter of fiscal 2027, and the company expects to ship both Blackwell and Rubin systems in the future. Edge Computing revenue increased 27% year over year to $7.2 billion, driven by strong sales of Blackwell workstations, although slower consumer PC sales were tempered by elevated memory and systems prices.
Key facts
- NVIDIA's next-generation Data Center architecture, Vera Rubin, began production shipments in the third quarter of fiscal year 2027. source
- Blackwell continued to account for the majority of NVIDIA's system shipments in the second quarter and first half of fiscal year 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | NVIDIA's next-generation Data Center architecture, Vera Rubin, began production shipments in the third quarter of fiscal year 2027. |