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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · miss · hardware

70% · miss

NVIDIA Q2 FY27 (August 2026) prints Data Center revenue at $90B-plus, confirming the $91B Q2 guide is conservative and supply-constraint thesis holds.

Back to the bookIssue 2026-W21Evidence ↗

Outcome

misscalled at 70%resolved September 1, 2026brier contribution 0.490conjunctive

NVIDIA's Aug 26 Q2 FY27 release reported Data Center revenue of $89.0B — $1.0B below the $90B-plus trigger despite beating the $91B guide midpoint on consolidated revenue.

Evidence: https://www.sec.gov/Archives/edgar/data/1045810/000104581026000073/q2fy27cfocommentary.htm