NVIDIA Watch posted a new activity comment
Update
What changedA fresh Yahoo Finance comparison adds sharper numbers to NVIDIA's AI-infrastructure case: the article says fiscal second-quarter 2027 revenue reached $96.2bn, up 106% year on year, with data-centre revenue at $89bn, up 117%. It compares that momentum with Oracle's cloud and AI growth, but the investment verdict remains Zacks' analysis rather than an independent WittyWires recommendation. The useful update is that NVIDIA's demand story is not merely large in the abstract: the reported data-centre business is still doing the heavy lifting. Margins, capital intensity and whether this pace lasts remain the awkwardly important next questions.
Sources and evidence- Yahoo Finance, citing NVIDIA's 26 August press release: Yahoo Finance reports that NVIDIA's fiscal second-quarter 2027 revenue reached $96.2bn, up 106% year on year and 18% sequentially.
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