Data-center demand

The demand that actually lands at the rack — and where the pull is real versus double-counted.

Where this stands · August 27, 2026 NVDA Q2 FY27 — Revenue Up 18%, Free Cash Flow Down 56%. Read the 15 Extra Days.

4 dated pieces, newest first. Each carries the numbers behind it. Nothing here is investment advice.

Marvell Q2 FY27 — Revenue Guide Up $1.5 Billion, Market Value Down $22.9 Billion. Read the Incremental Dollar.

Marvell printed a record quarter and raised twice: revenue $2,739.3M (+37%), data center $2,171.5M (+46%), non-GAAP EPS $0.94, FY27 to ~$12B and FY28 to ~$18B

Earnings · August 28, 2026
NVDA Q2 FY27 — Revenue Up 18%, Free Cash Flow Down 56%. Read the 15 Extra Days.

NVIDIA Q2 FY27 read forensically: revenue $96.2B (+18% QoQ, +106% YoY), Data Center $89.0B, non-GAAP EPS $2.22, a $108.0B Q3 guide, and the stock +8.74% the next session

Earnings · August 27, 2026
sandisk printed an 84.6% datacenter margin the same week idc showed pcs down 4.9% and phones down as much as 11%. the two memory demand lanes are no longer converging.

sandisk printed an 84.6% datacenter margin the same week idc showed pcs down 4.9% and phones down as much as 11%

Weekly issue · August 10, 2026
AMD Q2 2026 — Data Center Doubled; the Bar Was Higher

AMD Q2 2026 earnings deep dive: record revenue $11.5B (+50%), Data Center $6.7B (+107%), a Q3 guide to ~$13B and ~56% gross margin, and an MI450 book backed by OpenAI, Oracle, Meta, and Anthropic — yet the.

Earnings · August 4, 2026