Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay

DIGITIMESAugust 28, 2026en

Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure and expand computing power. The results also signal a continued boost for Taiwan's suppliers as hyperscalers shift purchases from Blackwell to Blackwell Ultra and Vera Rubin.

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