1. NVIDIA beats earnings expectations, stock surges
NVIDIA reported Q2 FY2027 revenue of $96.2 billion, up 106% year‑on‑year, surpassing the consensus estimate of $92 billion. Data center revenue contributed $89 billion, up 117% year‑on‑year. On August 27, the stock rose 8.74%, adding roughly $441.5 billion in market capitalization in a single day.
2. AWS and NVIDIA expand partnership, plan to deploy 2 million additional GPUs
Amazon Web Services and NVIDIA announced an expanded strategic collaboration to deploy 2 million NVIDIA GPUs across AWS’s global infrastructure between 2027 and 2028, covering Blackwell Ultra, Rubin, and Rubin Ultra models.
3. Vera Rubin platform enters full production and begins volume shipments
NVIDIA announced that its next‑generation Vera Rubin AI computing platform has entered full production and started shipping. The platform’s compute capability per gigawatt (GW) of deployment is estimated to generate about $40 billion in revenue opportunity.
**4. Anthropic signs $45 billion compute leasing agreement**
AI company Anthropic entered a six‑year, approximately $45 billion compute resource leasing agreement with UK‑based AI infrastructure firm Nscale, which will supply computing power using NVIDIA’s latest Vera Rubin chips.
5. Indian AI firm orders 9,000 NVIDIA Rubin GPUs
Indian AI infrastructure company AM Intelligence announced it has ordered about 9,000 NVIDIA Rubin GPUs for its first AI factory in Hyderabad. The data center is scheduled for deployment in Q1 2027 and will become one of Asia’s first large‑scale AI clusters based on the Vera Rubin architecture.
6. China’s “Big Four GPU Dragons” accelerate their pursuit of public listings
Against the backdrop of NVIDIA’s strong earnings, the four leading domestic GPU companies – Moore Threads, MetaX, Biren Technology, and Enflame – are accelerating their steps toward IPO or preparing for stock market debuts.
7. Biren Technology forecasts first‑half revenue surge of over 18 times
Biren Technology, a major domestic GPU player, issued a first‑half performance forecast with expected revenue of RMB 1.15–1.3 billion, a year‑on‑year increase of 1,852% to 2,107%. The six‑month revenue already exceeded its entire full‑year 2025 figure.
8. Guangdong Wannianqing Pharmaceutical signs cross‑industry GPU cloud service contract worth RMB 1.244 billion
The traditional Chinese medicine company announced that its subsidiary Wanhong Intelligent Computing signed a five‑year GPU computing cloud service agreement with an unnamed counterparty, with a total contract value of approximately RMB 1.244 billion.
9. SpaceX plans to launch first AI satellites with NVIDIA chips next year
Elon Musk stated that SpaceX’s first batch of AI satellites, “Starmind,” equipped with NVIDIA chips, is planned for launch in Q4 2027, with large‑scale deployment in 2028. Each satellite will carry an NVIDIA Rubin GPU and a Vera CPU.
10. Domestic GPU compute leasing prices remain generally stable
According to market monitoring data this week, domestic GPU compute leasing prices stayed stable overall. Meanwhile, China’s daily token invocation volume has exceeded 500 trillion, signalling an accelerated release of inference demand.