Nvidia reported $96.2 billion in Q2 fiscal 2027 revenue, with Data Center sales reaching $89.0 billion as Blackwell Ultra deployments accelerated. The company paired strong margins and earnings with expanding financial commitments: $279 billion for supply and capacity, $29 billion in cloud agreements, and long-term data center leases and equity investments. Nvidia also committed credit support for AI-cloud infrastructure, including up to $105 billion tied to an Ohio OpenAI campus. The strategy secures demand, power, capacity, and customers, while increasing exposure to financing and counterparty risk.

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