10-Q Change Sheet
NVIDIA Corporation (NVDA)
Fiscal Q2 2027 · Quarter ended July 26, 2026 · filed August 26, 2026
Compared with FQ1 2027 10-Q (quarter ended Apr 26, 2026, filed May 20, 2026)
FQ2'27 10-Q (EDGAR)FQ1'27 10-Q (EDGAR)XBRL companyfacts
We have entered into agreements with AI clouds to enable broader access to our data center infrastructure products. Under the agreements, if AI clouds do not successfully sell committed capacity to third-party customers, we have agreed to purchase that capacity.
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1 · Key XBRL figures — what changed
| Metric | Current | QoQ | YoY | |
|---|---|---|---|---|
| Revenue | $96,221M | +17.9% | +105.9% | Verify |
| Gross profit (margin) | $72,142M (75.0%) | +0.1 pt | +2.6 pt | Verify |
| Operating income | $63,734M | +19.0% | +124.1% | Verify |
| Net income | $59,688M | +2.3% | +125.9% | Verify |
| Investment gains (in quarter) | $7,771M | −51.2% | 6M: $23,707M | Verify |
| Operating cash flow (6M YTD) | $74,421M | — | +74.0% | Verify |
| Cash & equivalents | $22,443M | +69.5% | +92.8% | Verify |
| Inventory | $31,575M | +22.4% | +111.0% | Verify |
| Share repurchases (6M YTD) | $39,044M | — | +63.9% | Verify |
2 · Risk Factors — text changes vs last quarter
Entirely new risk factor: “Commitments, guarantees, and other commercial arrangements” NEW FACTOR
Not present in the FQ1'27 10-Q. NVIDIA now discloses vendor-financing-style exposure to the AI buildout: capacity purchase guarantees, lease guarantees, and credit support for customers and partners. Word-frequency shift: “guarantee” 5 → 35 mentions; “OpenAI” 0 → 8; “SB Energy” 0 → 11.
Added in FQ2'27We have entered into agreements with AI clouds to enable broader access to our data center infrastructure products. Under the agreements, if AI clouds do not successfully sell committed capacity to third-party customers, we have agreed to purchase that capacity.Part II, Item 1A
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