[Key points of NVIDIA's Q2 financial report: Customer demand can double next year, and the shortage of computing power supply will last at least until the end of fiscal year 2028] August 27, after the market closed on Wednesday, Eastern Time, the global AI chip leader NVIDIA announced a strong second quarter financial report for fiscal year 2027 and held an earnings conference call. The key contents of the financial report meeting are as follows: ① The current unconstrained real market demand can reach 100% growth rate. The only factor limiting growth throughout the year is insufficient supply chain capacity, not weak downstream demand. ② The server CPU business has reached an explosive turning point. It is expected that revenue will more than double in fiscal year 2028, officially entering the global high-end CPU track and opening up a new space for growth. ③With the implementation of product price increases and the increased volume of new-generation high-margin products, gross profit margin will be restored to 72%-73% in fiscal year 2028, and profitability resilience remains strong. ④AI has reached an industry turning point and completely bid farewell to the concept stage. The current tokens generated by AI have actual productivity and commercial profitability, and computing power is directly equivalent to income. The industry logic has shifted from "technical iteration" to "commercial realization". ⑤The supply shortage pattern of AI computing power will continue until at least the end of fiscal year 2028. Wafer production capacity, HBM storage, and computer room power are all in a state of comprehensive shortage, and there is no risk of overcapacity in the industry. ⑥Expand cooperation with Amazon. Based on the existing huge NVIDIA computing power deployment, AWS (Amazon Cloud Technology) will deploy an additional 2 million GPUs from this quarter until the second quarter of fiscal year 2029. ⑦The price of memory chips far exceeds previous expectations and will continue to rise next year. NVIDIA maintains in-depth and long-term cooperation with the three major storage manufacturers to jointly expand production to meet product roadmap needs.