Nvidia posted $96.2 billion in revenue for its second quarter of fiscal 2027, more than doubling the prior year, with data center revenue reaching $89 billion and comprising roughly 92-93% of the total.

Gaming received no mention whatsoever in the earnings call, continuing a pattern where the segment has been de-emphasized to the point of near invisibility. The company now folds gaming-related results into its Edge Computing category, which generated $7.2 billion, while CFO Colette Kress highlighted growth from Blackwell infrastructure, hyperscalers, AI natives, enterprises, and sovereign customers.

Nvidia guided for approximately 70% revenue growth in fiscal 2028, a figure described as supply-constrained, with the company noting it would otherwise be positioned to double. Gaming hardware such as the RTX 50-series continues to ship, but investor discussions center entirely on AI infrastructure buildouts and related financing plans.