Semiconductors09/19/2026@TechDesk
Nvidia guides about 70% growth for fiscal 2028 (~$673 billion)
Santa Clara, CaliforniaNVIDIA…
Starts 08/26/2026CONFIRMED 88% CONFIDENCE28 days agoCNBC's^[1] 26 August 2026 coverage of Nvidia's earnings call reports the guidance.
On its August earnings call Nvidia gave its first-ever year-ahead forecast: about 70% revenue growth in the fiscal year ending January 2028, roughly $673 billion, limited by supply rather than demand.
0.86
Finance09/23/2026@TechDesk
NVIDIA Q3 Fiscal 2027 Results and Earnings Call
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
Starts 11/17/2026 10:00PMSCHEDULED 80% CONFIDENCEin 55 daysNVIDIA's^[2][3] own Q2 call transcript: "Our earnings call to discuss the results of our third quarter of fiscal 2027 is scheduled for November 17." The 2 p.m. PT time is NVIDIA's standing call time (events page) and is not yet confirmed; 17 Nov is a Tuesday, so Wednesday 18 Nov is the other likely day if it moves.
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.
0.85
Semiconductors09/19/2026@TechDesk
Projected: Nvidia sells twice as many chips in 2027
Santa Clara, CaliforniaNVIDIA…
01/01/2027 - 12/31/2027ESTIMATED 50% CONFIDENCEin 100 daysA projection for 2027 reported by Benzinga^[1] in September 2026; the pin's 1 January 2027 start is nominal.
Huang expects Nvidia to sell twice as many chips in 2027 as in 2026, the unit-growth projection behind the roughly 70% fiscal 2028 revenue guide.
0.79
Semiconductors09/19/2026@TechDesk
Projected: 20 million Blackwell and Rubin GPUs through 2026
Santa Clara, CaliforniaNVIDIA…
01/01/2026 - 12/31/2026ESTIMATED 50% CONFIDENCE265 days agoTrendForce^[1] (29 October 2025) reports a projection through 2026; the pin's 1 January 2026 start is nominal.
Nvidia projected 20 million units of Blackwell and Rubin generation GPUs, against 4 million of the prior Hopper generation, alongside about $500 billion in combined sales.
0.76
Semiconductors09/19/2026@TechDesk
Huang: 6 million Blackwell GPUs shipped in four quarters
Santa Clara, CaliforniaNVIDIA…
Starts 10/28/2025CONFIRMED 90% CONFIDENCE330 days agoCNBC's^[1] 28 October 2025 GTC Washington coverage reports the remark.
At GTC Washington, Huang said Nvidia had shipped 6 million Blackwell GPUs over the previous four quarters, the baseline the later chip-sales projections build on.
0.75
AI09/23/2026@TechDesk
NVIDIA's Acquisition of Hugging Face Expected to Close
NVIDIA…20 Jay Street, Brooklyn, New York 11201, United States
Starts 06/30/2027ESTIMATED 75% CONFIDENCEin 280 daysNVIDIA's^[3] 8-K says "The transaction is expected to close in the first half of 2027, subject to the satisfaction or waiver of customary closing conditions, including receipt of required regulatory approvals"; the span is dated at its last day, 30 June 2027.
NVIDIA expects to complete its roughly $11.9 billion purchase of Hugging Face in the first half of 2027, once regulators approve the deal.
0.74
Semiconductors09/19/2026@TechDesk
Huang: Nvidia will sell twice as many chips next year
Santa Clara, CaliforniaNVIDIA…
Starts 09/17/2026CONFIRMED 85% CONFIDENCE6 days agoCNBC^[1] dated 17 September 2026 reports Huang's remarks.
Jensen Huang told reporters at a summit with King Charles III in Scotland that he expects Nvidia to sell twice as many chips next year as this year, citing AI demand in almost every country. Nvidia does not disclose total chip counts.
0.73
Conference09/23/2026@TechDesk
NVIDIA GTC Washington, D.C. 2026
Ronald Reagan Building and International Trade Center, 1300 Pennsylvania Avenue Northwest, Washington, DC 20004, United StatesNVIDIA…
11/30/2026 - 12/03/2026SCHEDULED 82% CONFIDENCEin 68 daysNVIDIA's^[1][2][4] GTC Washington, D.C. page states "November 30–December 3, 2026" ("Keynote Dec. 1 | Workshops Nov. 30") and "Tuesday, December 1 | 2 p.m. ET" for the keynote; its FAQ repeats the schedule.
NVIDIA's GTC returns to Washington from 30 November to 3 December 2026, centred on the Ronald Reagan Building, with Jensen Huang's keynote on 1 December at 2 p.m. ET.
0.72
Semiconductors09/20/2026@TechDesk
Nvidia Vera Rubin Systems Begin Shipping
NVIDIA…Santa Clara, California
Starts 07/21/2026CONFIRMED 86% CONFIDENCE64 days agoNvidia^[2] confirmed on July 21, 2026 that 'systems are now shipping to customers'.
Nvidia said its Vera Rubin NVL72 rack systems are now shipping to cloud providers and system makers, with 288 GB of HBM4 per GPU and about five times Blackwell's inference performance.
0.71
Conference09/23/2026@TechDesk
NVIDIA GTC San Jose 2027
San Jose McEnery Convention Center, 408 South Almaden Avenue, San Jose, California 95110, United StatesNVIDIA…
03/14/2027 - 03/18/2027SCHEDULED 77% CONFIDENCEin 172 daysNVIDIA's^[1][2][3][5] poster call says "NVIDIA GTC is returning to San Jose, CA on March 15–18, 2027" and that "The event will take place between Sunday, March 14 and Thursday, March 18", so the pin spans 14-18 March (the GTC page itself says "NVIDIA GTC 2027 March 15–18"); no venue is named for 2027, so the pin sits at the McEnery Convention Center, GTC San Jose's venue in 2026.
NVIDIA's flagship AI conference returns to San Jose on 15-18 March 2027, with posters, sessions and training across agentic AI, AI infrastructure and physical AI.
0.70
AI09/23/2026@TechDesk
NVIDIA Agrees to Acquire Hugging Face for $12.9 Billion
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
Starts 09/03/2026 11:56AMCONFIRMED 86% CONFIDENCE20 days agoJensen Huang's post "NVIDIA^[1] to Acquire Hugging Face" is dated September 3, 2026 and timestamped 2026-09-03T11:56:49Z ("I'm excited to announce that NVIDIA has agreed to acquire Hugging Face"); NVIDIA's 8-K says the definitive agreement itself was signed on September 2, 2026.
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.
$12.9B
0.70
AI09/23/2026@TechDesk
NVIDIA and Palantir Unveil a Sovereign AI Stack for Supply Chains at AIPCon 11
NVIDIA…Miami, Miami-Dade County, Florida, United States
Starts 09/10/2026CONFIRMED 84% CONFIDENCE13 days agoThe release is dated September 10, 2026 ("Palantir Technologies Inc. and NVIDIA^[1][2] today announced a collaboration") and says the stack "will be showcased in depth at Palantir's AIPCon 11 conference", which Palantir's Miami-datelined release says it hosted on Thursday, September 10, 2026; no time is given, so the pin is all-day.
NVIDIA and Palantir pair custom Nemotron open models with Palantir's Ontology, Foundry and AIP to run NVIDIA's own supply chain, securing the 1.3 million parts in each Vera Rubin rack, and offer the stack to other industries.
0.68

The release is dated "August 26, 2026" and "today reported revenue for the second quarter"; GlobeNewswire's^[2] copy is stamped "August 26, 2026 16:20 ET", after the close (SEC^[3] 8-K accepted 20:21 UTC).

Start: Aug 26, 202690% CONFIDENCEfrom the source

NVIDIA Reports Q2 Fiscal 2027 Results: $96.2B Revenue, Up 106%

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.

Revenue for the second quarter ended 26 July 2026 was $96.2 billion, up 18% from the previous quarter and 106% from a year ago; GAAP and non-GAAP gross margins were both 75.0%^[1]
Data Center revenue was a record $89.0 billion, up 117% year on year, split between $48.7 billion Hyperscale and $40.3 billion AI Clouds, Industrial & Enterprise; Edge Computing brought in $7.2 billion^[3]
GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22; from this fiscal year NVIDIA's non-GAAP figures no longer exclude stock-based compensation^[1]
Against LSEG consensus, revenue of $96.22 billion beat the $92.17 billion expected and adjusted EPS of $2.22 beat $2.10^[4]
Outlook for the third quarter: revenue of $108.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed, and gross margins of about 74.0%^[1]
On the call CFO Colette Kress guided about 70% revenue growth for fiscal 2028, against the 44% analysts expected, and said supply rather than demand limits it; shares, which first slipped, rose more than 5% after hours as executives spoke^[4][5][6]
Supply and capacity commitments rose from $119 billion to $279 billion in the quarter, mostly for memory^[3]
NVIDIA returned about $26.0 billion to shareholders in the quarter and had $99.0 billion left under its buyback authorisation; the next $0.25 dividend is paid on 1 October 2026^[1]
Jensen Huang: "AI has reached its inflection point... Vera Rubin, now in full production, was built to power exactly this moment"^[1]
The release crossed on GlobeNewswire at 16:20 ET on 26 August, after the market close, ahead of the 2 p.m. PT conference call^[1][2]

@TechDesk

References 690% CONFIDENCE

The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.

[1]90%
nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
nvidianews.nvidia.com· Posted Sep 23, 2026· Starts Aug 26, 2026 ✓· 18% of score
The release is dated "August 26, 2026" and "today reported revenue for the second quarter"; GlobeNewswire's^[2] copy is stamped "August 26, 2026 16:20 ET", after the close (SEC^[3] 8-K accepted 20:21 UTC).
[2]95%
NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 (GlobeNewswire)
globenewswire.com· Published Aug 26, 2026· 16% of score
NVIDIA's^[1] wire distribution of the same release, stamped August 26, 2026 16:20 ET - the time the results crossed, after the market close.
[3]95%
CFO Commentary on Second Quarter Fiscal 2027 Results (8-K Exhibit 99.2)
sec.gov· Published Aug 26, 2026· 16% of score
Colette Kress's commentary filed with the SEC under Item 2.02: Hyperscale $48.7B and ACIE $40.3B inside Data Center, Blackwell Ultra driving growth, commitments up to $279B.
[4]88%
Nvidia earnings takeaways: Huang forecasts 70% fiscal 2028 revenue growth, far above estimates (CNBC)
cnbc.com· Published Aug 26, 2026· 16% of score
Same-day coverage with LSEG consensus: revenue $96.22B vs $92.17B and EPS $2.22 vs $2.10 expected; Kress's 70% fiscal 2028 growth outlook against 44% expected.^[1]
[5]80%
Nvidia doubles Q2 revenue to $96 billion and crushes estimates (Fortune)
fortune.com· Published Aug 26, 2026· 16% of score
Fortune, 4:27 PM ET on the day: revenue beat the $92.2B estimate, the fiscal 2028 growth outlook, and shares rising more than 5% after hours during the call. (Its line on current-quarter guidance contradicts the release's $108B and is not relied on.)

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Semiconductors09/19/2026@TechDesk
Nvidia guides about 70% growth for fiscal 2028 (~$673 billion)
Santa Clara, CaliforniaNVIDIA…
Starts 08/26/2026CONFIRMED 88% CONFIDENCE28 days agoCNBC's^[1] 26 August 2026 coverage of Nvidia's earnings call reports the guidance.
On its August earnings call Nvidia gave its first-ever year-ahead forecast: about 70% revenue growth in the fiscal year ending January 2028, roughly $673 billion, limited by supply rather than demand.
0.86
Finance09/23/2026@TechDesk
NVIDIA Q3 Fiscal 2027 Results and Earnings Call
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
Starts 11/17/2026 10:00PMSCHEDULED 80% CONFIDENCEin 55 daysNVIDIA's^[2][3] own Q2 call transcript: "Our earnings call to discuss the results of our third quarter of fiscal 2027 is scheduled for November 17." The 2 p.m. PT time is NVIDIA's standing call time (events page) and is not yet confirmed; 17 Nov is a Tuesday, so Wednesday 18 Nov is the other likely day if it moves.
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.
0.85
Semiconductors09/19/2026@TechDesk
Projected: Nvidia sells twice as many chips in 2027
Santa Clara, CaliforniaNVIDIA…
01/01/2027 - 12/31/2027ESTIMATED 50% CONFIDENCEin 100 daysA projection for 2027 reported by Benzinga^[1] in September 2026; the pin's 1 January 2027 start is nominal.
Huang expects Nvidia to sell twice as many chips in 2027 as in 2026, the unit-growth projection behind the roughly 70% fiscal 2028 revenue guide.
0.79
Semiconductors09/19/2026@TechDesk
Projected: 20 million Blackwell and Rubin GPUs through 2026
Santa Clara, CaliforniaNVIDIA…
01/01/2026 - 12/31/2026ESTIMATED 50% CONFIDENCE265 days agoTrendForce^[1] (29 October 2025) reports a projection through 2026; the pin's 1 January 2026 start is nominal.
Nvidia projected 20 million units of Blackwell and Rubin generation GPUs, against 4 million of the prior Hopper generation, alongside about $500 billion in combined sales.
0.76
Semiconductors09/19/2026@TechDesk
Huang: 6 million Blackwell GPUs shipped in four quarters
Santa Clara, CaliforniaNVIDIA…
Starts 10/28/2025CONFIRMED 90% CONFIDENCE330 days agoCNBC's^[1] 28 October 2025 GTC Washington coverage reports the remark.
At GTC Washington, Huang said Nvidia had shipped 6 million Blackwell GPUs over the previous four quarters, the baseline the later chip-sales projections build on.
0.75
AI09/23/2026@TechDesk
NVIDIA's Acquisition of Hugging Face Expected to Close
NVIDIA…20 Jay Street, Brooklyn, New York 11201, United States
Starts 06/30/2027ESTIMATED 75% CONFIDENCEin 280 daysNVIDIA's^[3] 8-K says "The transaction is expected to close in the first half of 2027, subject to the satisfaction or waiver of customary closing conditions, including receipt of required regulatory approvals"; the span is dated at its last day, 30 June 2027.
NVIDIA expects to complete its roughly $11.9 billion purchase of Hugging Face in the first half of 2027, once regulators approve the deal.
0.74
Semiconductors09/19/2026@TechDesk
Huang: Nvidia will sell twice as many chips next year
Santa Clara, CaliforniaNVIDIA…
Starts 09/17/2026CONFIRMED 85% CONFIDENCE6 days agoCNBC^[1] dated 17 September 2026 reports Huang's remarks.
Jensen Huang told reporters at a summit with King Charles III in Scotland that he expects Nvidia to sell twice as many chips next year as this year, citing AI demand in almost every country. Nvidia does not disclose total chip counts.
0.73
Conference09/23/2026@TechDesk
NVIDIA GTC Washington, D.C. 2026
Ronald Reagan Building and International Trade Center, 1300 Pennsylvania Avenue Northwest, Washington, DC 20004, United StatesNVIDIA…
11/30/2026 - 12/03/2026SCHEDULED 82% CONFIDENCEin 68 daysNVIDIA's^[1][2][4] GTC Washington, D.C. page states "November 30–December 3, 2026" ("Keynote Dec. 1 | Workshops Nov. 30") and "Tuesday, December 1 | 2 p.m. ET" for the keynote; its FAQ repeats the schedule.
NVIDIA's GTC returns to Washington from 30 November to 3 December 2026, centred on the Ronald Reagan Building, with Jensen Huang's keynote on 1 December at 2 p.m. ET.
0.72
Semiconductors09/20/2026@TechDesk
Nvidia Vera Rubin Systems Begin Shipping
NVIDIA…Santa Clara, California
Starts 07/21/2026CONFIRMED 86% CONFIDENCE64 days agoNvidia^[2] confirmed on July 21, 2026 that 'systems are now shipping to customers'.
Nvidia said its Vera Rubin NVL72 rack systems are now shipping to cloud providers and system makers, with 288 GB of HBM4 per GPU and about five times Blackwell's inference performance.
0.71
Conference09/23/2026@TechDesk
NVIDIA GTC San Jose 2027
San Jose McEnery Convention Center, 408 South Almaden Avenue, San Jose, California 95110, United StatesNVIDIA…
03/14/2027 - 03/18/2027SCHEDULED 77% CONFIDENCEin 172 daysNVIDIA's^[1][2][3][5] poster call says "NVIDIA GTC is returning to San Jose, CA on March 15–18, 2027" and that "The event will take place between Sunday, March 14 and Thursday, March 18", so the pin spans 14-18 March (the GTC page itself says "NVIDIA GTC 2027 March 15–18"); no venue is named for 2027, so the pin sits at the McEnery Convention Center, GTC San Jose's venue in 2026.
NVIDIA's flagship AI conference returns to San Jose on 15-18 March 2027, with posters, sessions and training across agentic AI, AI infrastructure and physical AI.
0.70
AI09/23/2026@TechDesk
NVIDIA Agrees to Acquire Hugging Face for $12.9 Billion
NVIDIA…NVIDIA Endeavor, 2788 San Tomas Expressway, Santa Clara, California 95051, United States
Starts 09/03/2026 11:56AMCONFIRMED 86% CONFIDENCE20 days agoJensen Huang's post "NVIDIA^[1] to Acquire Hugging Face" is dated September 3, 2026 and timestamped 2026-09-03T11:56:49Z ("I'm excited to announce that NVIDIA has agreed to acquire Hugging Face"); NVIDIA's 8-K says the definitive agreement itself was signed on September 2, 2026.
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.
$12.9B
0.70
AI09/23/2026@TechDesk
NVIDIA and Palantir Unveil a Sovereign AI Stack for Supply Chains at AIPCon 11
NVIDIA…Miami, Miami-Dade County, Florida, United States
Starts 09/10/2026CONFIRMED 84% CONFIDENCE13 days agoThe release is dated September 10, 2026 ("Palantir Technologies Inc. and NVIDIA^[1][2] today announced a collaboration") and says the stack "will be showcased in depth at Palantir's AIPCon 11 conference", which Palantir's Miami-datelined release says it hosted on Thursday, September 10, 2026; no time is given, so the pin is all-day.
NVIDIA and Palantir pair custom Nemotron open models with Palantir's Ontology, Foundry and AIP to run NVIDIA's own supply chain, securing the 1.3 million parts in each Vera Rubin rack, and offer the stack to other industries.
0.68

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