2 articles tagged nvidia hyperscaler capex 1.3 trillion

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Hyperscaler capital expenditures are expected to reach nearly $800 billion in 2026 and $1.3 trillion in 2027 per NVIDIA CFO Colette Kress on the Q2 FY2027 earnings call — with cloud industry backlog exceeding $2 trillion.

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NVIDIA reported Q2 FY2027 revenue of $96.2 billion (+106% YoY) on August 26, 2026, with Data Center at $89 billion and Vera Rubin entering full production across CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and Nebius.
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