Nvidia revenue up 106% in Q2, but analyst cuts to hold on customer risk
Nvidia reported $96.2 billion in revenue for its fiscal 2027 second quarter, a 106% increase year-over-year. Despite a $5.3 trillion market cap, the company continues to deliver triple-digit growth, significantly outpacing peers like Amazon, which spent $108 billion on capital expenditures over the same period compared to Nvidia's $7.4 billion. However, an analyst has downgraded Nvidia from a…
Key points
- Nvidia's Q2 revenue hit $96.2 billion, up 106% year-over-year.
- Five customers account for 70% of Nvidia's accounts receivable balance.
- Analyst downgraded Nvidia to hold due to circular financing risks with CoreWeave, OpenAI, and Anthropic.
The story so far
3 episodes →- Nvidia revenue up 106% in Q2, but analyst cuts to hold on customer riskthis story
Nvidia's unprecedented growth
fool.com · 28 October 2026
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