Nvidia's $96.2bn quarter and bullish 2028 guidance eased some fears about an AI bubble — but its reliance on a handful of big customers, and a cautious re-entry into China, suggest the picture is more complicated.

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

The AI behemoth forecasts revenue will top $100 billion in Q3.