Nvidia earnings hinge on Rubin ramp and Vera CPU

Nvidia will release its fiscal second-quarter 2027 financial results on August 26, US time. Given Nvidia's performance pattern in recent quarters, Wall Street has come to expect a "beat and raise" outcome. Ahead of the print, multiple investment firms released preview reports focusing on whether the Rubin platform can smoothly succeed Blackwell and whether AI demand continues to significantly outstrip supply.