NVIDIA’s $96B Quarter Proves the Compute Landlord Thesis Is No Longer Speculative
NVIDIA’s Q2 FY2027 revenue reached $96.2 billion, a 106% increase year-over-year that underscores the sheer scale of the current infrastructure buildout. Within this total, the Data Center segment contributed $89.0 billion, representing 92% of the company’s total revenue. This performance provides the latest evidence for the compute landlord thesis, a framework explored in our previous…