Nvidia (NVDA) has become almost synonymous with the artificial intelligence boom because its increasingly powerful GPUs have supplied the computing muscle needed to train and run increasingly capable models.
The numbers show how dependent the boom has become on that hardware. Nvidia generated $96.2 billion of revenue in its fiscal 2027 second quarter, up 106% year-over-year (YoY), while data center revenue reached $89 billion, up 117%. Nvidia's fiscal 2026 revenue was $215.9 billion, up 65%.