NVDA Tracker
NVDA tracker: Hugging Face deal, strong data-center momentum
• NVDA announced a definitive agreement to acquire Hugging Face for about $11.9 billion, plus up to $1.0 billion in retention. Close expected in 1H 2027, contingent on closing conditions and regulatory approvals; NVIDIA will keep Hugging Face’s platform open and support model/dataset sharing and other silicon vendors. [1]
• NVDA reported fiscal Q2 2027 results: revenue $96.2B; GAAP and non-GAAP gross margins at 75.0%; GAAP EPS $2.46; non-GAAP EPS $2.22. Company highlighted strong data-center demand, returned about $26B to shareholders, with $99B remaining under buyback authorization; Q3 revenue guidance around $108B. [2]
• NVDA last closed at $238.98 on 2026-10-05, up 2.13% from 2026-10-02. [3]
• Your NVDA thesis notes: (1) data-center revenue continues to grow YoY; (2) gross margins stay above 70%. [4]
Sources
- [1] NVDA 8-K filed 2026-09-03 · as of 2026-09-03
- [2] NVDA 8-K filed 2026-08-26 · as of 2026-08-26
- [3] NVDA last close · as of 2026-10-05
- [4] Your NVDA thesis · as of 2026-10-12