NVIDIA’s official guidance for fiscal Q2 2027 non-GAAP gross margin of 75.0% plus or minus 50 basis points underpins the overwhelming 92% market-implied probability for the 74-76% bucket. This outlook, issued alongside the May 2026 earnings report projecting $91 billion revenue, reflects an expected product mix favoring high-margin Blackwell and Blackwell Ultra data-center systems over lower-margin components or older Hopper platforms, along with continued data-center revenue growth exceeding 70% year-over-year. Traders view the guidance as reliable given NVIDIA’s recent track record of delivering within the stated range after prior quarters stabilized near mid-70s levels following the initial Blackwell ramp. The narrow band around 75% could shift if actual results reveal a heavier weighting toward full rack-scale systems with lower margins, additional inventory adjustments, or unexpected China-related restrictions on advanced GPUs. Earnings scheduled for late August 2026 will provide the definitive data point.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于74%-76% 92%
76%-78% 5.2%
低于72% 4.9%
72%-74% 2.8%
低于72%
5%
72%-74%
3%
74%-76%
92%
76%-78%
5%
78%以上
1%
74%-76% 92%
76%-78% 5.2%
低于72% 4.9%
72%-74% 2.8%
低于72%
5%
72%-74%
3%
74%-76%
92%
76%-78%
5%
78%以上
1%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket.
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
市场开放时间: Aug 4, 2026, 5:14 PM ET
Resolver
0x69c47De9D...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket.
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x69c47De9D...NVIDIA’s official guidance for fiscal Q2 2027 non-GAAP gross margin of 75.0% plus or minus 50 basis points underpins the overwhelming 92% market-implied probability for the 74-76% bucket. This outlook, issued alongside the May 2026 earnings report projecting $91 billion revenue, reflects an expected product mix favoring high-margin Blackwell and Blackwell Ultra data-center systems over lower-margin components or older Hopper platforms, along with continued data-center revenue growth exceeding 70% year-over-year. Traders view the guidance as reliable given NVIDIA’s recent track record of delivering within the stated range after prior quarters stabilized near mid-70s levels following the initial Blackwell ramp. The narrow band around 75% could shift if actual results reveal a heavier weighting toward full rack-scale systems with lower margins, additional inventory adjustments, or unexpected China-related restrictions on advanced GPUs. Earnings scheduled for late August 2026 will provide the definitive data point.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于


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