NVIDIA's Q2 FY27 hit $96B revenue with $108B guidance, but hyperscaler revenue growth slowed to 13% sequentially while other buyers (AI startups, enterprises) grew 25%, forcing NVIDIA to extend payment terms and build a $581B stack of commitments to sustain demand from weaker-balance-sheet customers.
Read the full post on Tomasz Tunguz ↗
Topics: Semiconductors · AI (Horizontal)
Published by Tomasz Tunguz · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.