Strong Revenue Growth:
Recent prints show a sharp acceleration, with fiscal Q2 2026 revenue at $23.86B and guidance for Q3 2026 at ~$33.5B, tied to AI server builds and HBM ramps.
Profitability:
Record margins and earnings are signaled by Q2 2026 GAAP EPS of $12.07, strong operating cash flow, and guided gross margin around 81% amid tight DRAM/NAND conditions supporting pricing.
Innovation-Driven Growth:
High‑volume HBM4 shipments for NVIDIA’s Vera Rubin platform and the industry’s first PCIe 6.0 data‑center SSDs underpin AI‑centric product momentum.
