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S&P Global Market Intelligence · United States · Nvidia Q1 FY27 revenue jumps 85% to ~$82bn as data center nears double
Pre-earnings model on Blackwell and Rubin revenue ramps and the FY27 data-center trajectory, quantifying how much of the AI-spend cycle is now priced into Nvidia.
“Blackwell revenue is expected to climb sharply into FY27 with new Rubin contribution layered on.”