Nvidia CFO Colette Kress says hyperscaler capex will hit $1.3T in 2027, with cloud industry backlogs topping $2T in committed AI infrastructure

Nvidia reports fiscal Q2 2027 earnings on August 26 with analysts expecting $92 billion in revenue. Results will test the durability of AI's

Nvidia boosted its component procurement commitments from $119B to $279B as Q1 FY2027 revenue surged 85% to $81.6B, driven by data center AI