Nvidia has confirmed it will release its FY2027 Q2 earnings report after the market closes on August 26th. The biggest question in the market regarding AI has now moved beyond simply stating "AI demand" to the next step: how fast can such massive capital expenditures continue to grow? Therefore, the key point this time is the absence of data center revenue, gross margin, guidance for the next quarter, and demand related to Blackwell/Rubin.
If Nvidia continues to provide stringent guidance, AI, optical communications, warehousing, and servers may all see further valuation increases. If the earnings are strong and guidance is initiated, then caution is warranted regarding the realization of gains after earnings season.
Nvidia's performance tonight could very well determine the final leg of the tech stock rally at the end of August.
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