NVIDIA (NVDA) shares rebounded in after-hours trading after the company delivered record second-quarter revenue of $96.2 billion, with data center growth driving the results. Strong profits, 75% gross margins, and a forecast of $108 billion in third-quarter revenue reinforced the company's growth momentum.

The shares closed at $209.66, down 1.59%, before rising to $218.34 after the results were released. The strong performance highlighted continued demand for advanced computing infrastructure and came as investors continue to track whether major AI spending can translate into sustained quarterly execution.

Record Growth as Data Center Demand Accelerates

NVIDIA reported second-quarter fiscal 2027 revenue of $96.2 billion, marking a 106% increase year over year. The company recorded quarterly earnings per diluted share of $2.46 under GAAP standards, while gross margins reached 75%, a level that underscores strong operational performance.

The data center segment generated $89 billion during the quarter, a 117% increase compared with the same period last year, and accounted for the vast majority of total revenue. The growth reflected expanding demand from technology companies and infrastructure providers.

Profitability scaled alongside sales. NVIDIA reported operating income of $63.7 billion, up 124% from the previous year, while net income reached $59.7 billion, an increase of 126% year over year. The company maintained strong profitability during rapid market expansion.

Expanding Computing Infrastructure Through New Partnerships

Alongside the financial results, NVIDIA continued to expand its computing ecosystem through global partnerships and infrastructure projects. The company introduced new platforms designed for large-scale computing operations and increased collaboration with major technology providers worldwide.

To support future infrastructure growth, NVIDIA announced plans built on financing partnerships. These initiatives aim to mobilize more than $500 billion in external capital over time, supporting the broader development of advanced computing facilities.

The company also expanded partnerships across Asia, Europe, and North America, working with organizations focused on national computing infrastructure projects. These efforts strengthened NVIDIA's position in the global technology supply chain and show how closely the company remains tied to the buildout of AI infrastructure across regions.

Outlook Strengthens After Strong Financial Results

For the third quarter of fiscal 2027, NVIDIA expects revenue to reach $108 billion. The company projected gross margins of 74% for the upcoming quarter and forecast higher operating expenses as it continues its expansion.

NVIDIA returned approximately $26 billion to shareholders through dividends and share repurchases and retained about $99 billion under its remaining repurchase authorization. The next quarterly dividend payment is scheduled for October 1, 2026.

The latest results reinforced NVIDIA's leading role in the computing market. The company continues investing in infrastructure, software, and enterprise solutions, and its latest earnings showed sustained momentum across major business segments while leaving attention on how quickly its expanding partnerships and capital commitments can be translated into future capacity.