Will NVIDIA's revenue exceed $93 billion for the 2nd financial quarter of 2027?
Current probability of “Yes”: 50%
- Status
- Resolved
- Category
- Technologies
- Closing date
- 27 August 2026
- Participants
- 0
- Outcome
- Yes
- Resolution date
- 31 August 2026
VangAI analysis
VangAI estimate: -30% for “No”, confidence 80%
- NVIDIA's guidance forecasts revenue of $91 billion ±2% for Q2 FY2027, implying a maximum of approximately $92.8 billion.
- Analysts' consensus forecast is $91.9 billion, below the $93 billion threshold.
- The assumption of no data center compute revenue from China, as per the guidance, may limit revenue growth.
- While demand for AI infrastructure remains strong, a deceleration in sequential revenue growth may impact reaching the $93 billion threshold.
Like attempting to jump over a bar set higher than your current record.
Market rules
"Yes," if NVIDIA's revenue for the 2nd quarter of the 2027 financial year (the quarter ended July 26, 2026; report on 08/26/2026 after the US market closes) officially exceeds $93.0 billion according to the press release. "No," if $93.0 billion or less. Source — NVIDIA Investor Relations press release. If the report date is postponed, the resolution shifts to the actual publication date.