NVIDIA's Q2 Revenue Guide Misses Wall Street Consensus by $1.17 Billion

NVIDIA guided Q2 FY2027 revenue to $91.0 billion (±2%), roughly $1.17 billion below the $92.17 billion LSEG analyst consensus reported by CNBC on August 26. NVIDIA has historically guided conservatively, but a guide-below — however narrow — at a moment of heightened scrutiny over AI infrastructure spending durability raises questions about whether demand signals are softening at the margin.