Q2 FY2027 earnings and Rubin demand outlook remain the key catalyst

Recently circulated reports cite Q2 revenue between $92.3B and $96.2B, $2.09 EPS, approximately $108B forward guidance, and as much as $89B in data-center revenue, but these figures remain unverified and inconsistent. Strong demand, constrained supply, rapid Rubin deployment, potential memory-driven margin pressure, and reports of AWS targeting up to 2 million additional GPUs in 2027–2028 remain the key signals.