2026-09-10 · Fuente：deep-siliconangle.com/feed/?paged=7
Revenue more than doubled year over year to $96 billion, while CFO Colette Kress surprised the call with a fiscal 2028 revenue outlook that extends the AI buildout timeline.
Nvidia delivered another extraordinary quarter on Wednesday, reporting total revenue of $96 billion — a figure up more than 100% from the year-ago period. The data center business once again did the heavy lifting, generating $89 billion of that total and confirming that AI infrastructure spending remains the dominant engine of the company's growth.
The forward outlook was equally striking. Nvidia guided third-quarter revenue to $108 billion, extending a trajectory that shows no sign of cooling. The most notable moment of the call, however, came midway through, when Chief Financial Officer Colette Kress laid out a revenue outlook for fiscal 2028 — a planning horizon that stretches well beyond the customary single-quarter guide few chipmakers attempt.
For enterprise IT buyers, the numbers translate into concrete procurement considerations. Data center revenue of $89 billion in a single quarter, alongside a $108 billion forward guide, indicates that AI infrastructure demand is compounding rather than plateauing. For organizations planning accelerated computing deployments, that trajectory matters: it frames how enterprises budget for compute capacity, sequence AI projects and time infrastructure commitments in a market where the leading vendor's growth shows no deceleration.
The fiscal 2028 guidance from Kress gives those buyers a longer planning anchor than they typically get from earnings season. An outlook reaching two fiscal years ahead signals management's conviction that the current buildout cycle has durable staying power. Enterprises weighing multi-year AI investments can treat that horizon as a reference point when structuring contracts, negotiating supply arrangements and aligning internal roadmaps with the pace of the broader compute expansion.
Taken together, the quarter and its unusually long guidance horizon suggest that enterprise compute planning cycles will need to stretch accordingly — the AI buildout Nvidia is reporting is measured in years, not quarters.
Etiquetas: Nvidia · Colette Kress · Data Center · Enterprise IT · GPU
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