By Bram Berkowitz, The Motley Fool
Publication Date: 2026-08-12 12:50:00
Investors are gearing up for Nvidia‘s (NASDAQ: NVDA) fiscal 2027 second-quarter earnings, which will be released after the market closes on Aug. 26.
Nvidia is at the center of the artificial intelligence (AI) trade, which is itself at the center of the broader market right now. So all investors will be at least somewhat interested in how the company performs and what CEO Jensen Huang has to say about overall demand.
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Nvidia-specific investors will likely focus closely on what Huang has to say about his previous projection that the company will generate $1 trillion in sales from its Blackwell and Vera Rubin graphics processing units (GPUs) between 2025 and calendar year 2027.
While it’s a massive number, there is another emerging part of the business that investors shouldn’t overlook.
Nvidia becomes more prevalent in agentic AI
While Nvidia doesn’t break out its revenue by specific chip model, all GPU revenue falls within the company’s data center division, which now makes up the bulk of Nvidia’s revenue.
Nvidia’s fiscal year begins in late January or sometimes early…
