NVIDIA Corporation filings document material-event disclosures for an operating semiconductor and accelerated-computing company. Recent 8-K reports cover quarterly and fiscal financial results, press releases, CFO commentary, and Item 5.02 governance matters including board composition, Audit Committee service, director resignations, principal accounting officer succession, and executive compensation arrangements.
The filings also describe the company’s Amended and Restated 2007 Equity Incentive Plan, restricted stock unit grants, cash retainers, indemnity agreements, and fiscal-year variable compensation plan based on corporate revenue performance goals.
NVIDIA Corporation (NVDA) reported very strong results for the quarter ended July 26, 2026, with revenue of $96.2 billion, up 106% year over year, and net income of $59.7 billion, up 126%. Diluted EPS was $2.46 versus $1.08 a year earlier.
Data Center revenue reached $89.0 billion, up 117% year over year, driven by Blackwell Ultra infrastructure, while Edge Computing revenue grew 27% to $7.2 billion. Gross margin was 75.0%, benefiting from product mix and lapping a prior-year H20 inventory charge. Operating cash flow for the first half was $74.4 billion.
NVIDIA is scaling aggressively around AI, increasing supply and capacity commitments to $279 billion and total future commitments across supply, cloud, data centers, equity investments and capex to $366 billion, plus separate AI cloud-related commitments of $36 billion. The company also entered SB Energy Corp. guarantees capped at $105 billion for an OpenAI-related AI campus and issued $25.0 billion of new senior notes, bringing net debt to $33.4 billion while ending the quarter with $56.6 billion in cash, cash equivalents, and marketable debt securities and $42.8 billion of marketable equity securities.
NVIDIA CORP (NVDA) reported record results for the second quarter of fiscal 2027, driven by AI demand. Revenue was $96.2 billion, up 18% sequentially and 106% year over year. GAAP and non-GAAP gross margins both were 75.0%. GAAP diluted EPS was $2.46, up 128% from $1.08 a year ago; non-GAAP diluted EPS was $2.22, up 120%.
Data Center revenue reached $89.0 billion, up 117% year over year, led by the Blackwell Ultra infrastructure and strong hyperscale and enterprise AI demand. Edge Computing revenue was $7.2 billion, up 27% year over year. NVIDIA returned approximately $26.0 billion to shareholders in the quarter via repurchases and dividends and will pay a $0.25 per-share dividend on October 1, 2026.
For Q3 fiscal 2027, NVIDIA expects revenue of $108.0 billion ±2% and GAAP and non-GAAP gross margins of 74.0% ±50 bps, and it is not assuming any Data Center compute revenue from China. The company reports total future commitments of $366 billion and maximum guarantee exposure of $108.5 billion tied to large AI infrastructure buildouts.
NVIDIA CORP (NVDA) reported that Ajay K. Puri, previously Executive Vice President, Worldwide Field Operations, retired from this role effective August 24, 2026. The report states that he is no longer subject to Section 16 requirements. No share transactions or holdings changes were reported in this filing.
NVIDIA Corporation entered a multi-year partnership with SB Energy Corp. to develop the PORTS-Pike (Portsmouth) Technology Campus in Pike County, Ohio as a large-scale AI data center site. Through residual value guaranty agreements, NVIDIA has secured land, power and shell capacity to host NVIDIA AI compute infrastructure, with an affiliate of OpenAI Group PBC as tenant under 20-year leases.
NVIDIA entered multiple residual value guaranties covering leases for approximately 4.25 gigawatts of IT load, with the ability, at its sole discretion, to provide credit support for approximately an additional 3.8 gigawatts. NVIDIA’s aggregate payment obligation for its initial commitment is capped at $105 billion, subject to specified conditions, including the lessor satisfying ready-for-service conditions, expected beginning in 2028. If OpenAI becomes insolvent or fails to pay rent, NVIDIA must make up any shortfall between the guaranteed minimum lease value and amounts recovered, with options to assume leases, relet, sell, or terminate.
NVIDIA will invest $1.5 billion in SB Energy. SB Energy and SoftBank plan to build at least 10 GW of new energy generation, enabling 8 IT-GW of AI factory capacity, and to invest at least $4.2 billion in regional grid infrastructure. A community benefits fund totaling $80 million is planned for the surrounding Ohio communities.
NVIDIA Corp, acting as an institutional investment manager, filed a quarterly Form 13F holdings report. The report covers all of its reportable holdings, listing 8 positions with an aggregate reported value of $63,439,974,569. NVIDIA reports as the sole manager on this filing, with no other included managers. The report is signed by Rebecca Peters, VP, Deputy General Counsel and Assistant Secretary.
NORA JOHNSON SUZANNE M reported acquisition or exercise transactions in this Form 4 filing.
NVIDIA CORP director Suzanne M. Nora Johnson reported equity compensation awards in the form of restricted stock units. On August 10, 2026 she received an initial Board grant of 1,262 RSUs that vest in six installments beginning March 17, 2027 and approximately every six months until the third anniversary of grant, with full vesting upon death. She also received a pro-rated annual Board grant of 1,148 RSUs, vesting in tranches of 543 shares on November 18, 2026 and 605 shares on May 19, 2027, also subject to accelerated vesting upon death. In addition, 2,496 common shares are reported as held indirectly by a family trust for which she and her spouse serve as cotrustees.
NVIDIA CORP director Tench Coxe, through a trust for which he is a trustee, made a bona fide gift of 500,000 shares of NVIDIA common stock on August 5, 2026. The gift, made under a Rule 10b5-1 trading plan adopted on March 19, 2026, was without consideration. After the gift, the trust held 24,671,360 shares, Coxe held 57,378 shares directly, and 4,852,480 shares were held for his benefit by the SHV Profit Sharing Plan retirement trust. He disclaims beneficial ownership of the trust-held shares except for his pecuniary interest.
NVIDIA CORP director Suzanne M. Nora Johnson filed an initial statement of beneficial ownership, reporting 2,496 shares of NVIDIA common stock. These shares are held indirectly through a family trust, for which she and her spouse serve as co-trustees.
A trust for which NVIDIA director Tench Coxe serves as trustee reported a bona fide gift of 500,000 shares of NVIDIA common stock on July 1, 2026. The gift was made without consideration, so no sale proceeds were involved.
The gift came from shares held by the trust, which still holds 25,171,360 shares after the transfer. Separately, Coxe is credited with 4,852,480 shares held through a profit sharing plan and 57,378 shares held directly. The transaction was effected under a Rule 10b5-1 trading plan adopted on March 19, 2026, indicating it was pre-planned.
NVIDIA Corporation reported an upcoming leadership transition in its worldwide field operations. Longtime executive Ajay K. Puri plans to retire from his role as Executive Vice President, Worldwide Field Operations once his successor begins, and is expected to remain as a senior advisor to support a smooth handover.
The company appointed Nicholas ParkerAugust 24, 2026. Parker joins after 26 years at Microsoft, where he held senior sales and partner leadership roles, including Executive Vice President and Chief Business Officer of Microsoft’s Worldwide Sales & Solutions organization.
Parker’s compensation includes a $1,000,000 annual base salary, a $5,000,000 sign-on bonus, and target annual cash variable compensation of $1,500,000 under NVIDIA’s Fiscal 2027 Variable Compensation Plan. He will also receive new hire equity awards: RSUs with a target value of $35,000,000 vesting over about four years and multi-year performance-based RSUs with a target value of $5,000,000 tied to NVIDIA’s total shareholder return versus the S&P 500 over three years.