Prediction: Nvidia's $108 Billion Q3 Guide Will Look Conservative by December

Key Points Its revenue guidance does not fully capture the strength of its current AI infrastructure ramp. Nvidia’s growth story is broadening, becoming less dependent on hyperscalers. Vera Rubin could give Nvidia another powerful revenue driver, but supply remains the key risk. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) expects third-quarter fiscal 2027 revenue of $108 billion, plus or minus 2%. Hence, the company is guiding for third-quarter revenue in the range of $105.8 billion to $110.2 billion. However, I think Nvidia could report third-quarter revenue of around $113 billion to $114 billion. Here's why this seems like a plausible revenue target for the third quarter. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.