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NVIDIA's revenue more than doubled from a year earlier to a record $96.2 billion for the quarter ended 26 July 2026, with Data Center at $89.0 billion, and it guided the third quarter to $108 billion.

NVIDIA is buying Hugging Face, the open-model hub used by more than 18 million developers, for $12,930,300,000, and says the platform will stay open to other chips, clouds and model makers.

A coalition for AI data centers that throttle their grid draw when the power system is stressed, in exchange for faster and larger grid connections; its backers say flexibility could unlock 100 GW on the existing US grid.

In its first peer-reviewed benchmark, NVIDIA's Vera Rubin NVL72 rack posted up to 3.7x the throughput of GB300 NVL72 on Qwen3-VL and 2.5x on DeepSeek-R1, submitted in the preview category of MLCommons' MLPerf Inference v6.1 round.

A qualification program for partner products that meet NVIDIA's DSX AI factory reference design, launching with battery storage from Hitachi Energy, LG Energy Solution and Tesla and coolant distribution units from LG Electronics, LiquidStack and Vertiv.

NVIDIA reports its third quarter of fiscal 2027 against its own guide of $108 billion in revenue, the quarter in which Vera Rubin is expected to reach about a fifth of Data Center sales.