Find the Thesis HereNVDA · NASDAQ
How Much of SpaceX's AI Buildout Could Reach NVIDIA?
A published thesis testing whether a large, time-bounded external demand channel can extend the Rubin cycle before customer-designed silicon captures a meaningful share.
PublishedUpdated August 10, 2026
Open thesis →Q2 FY2027 snapshotCompany reported
Revenue$96.2B106% year over year
Data Center revenue$89.0B117% year over year
GAAP gross margin75.0%Company reported
Q3 FY2027 outlook$108B ±2%Company guidance
Source: NVIDIA Q2 fiscal 2027 results filed August 26, 2026. Outlook is company guidance, not a Ledger forecast or recommendation.