“Nvidia will blow past the $50 billion data center segment mark this evening — one quarter earlier than my original prediction — which puts the company on the path for a $75 billion segment in Q4 of next year.”

Nvidia reported $51.2 billion of data center revenue that evening, and by Q2 FY2027 (July 2026) the segment had already reached $89.0 billion, so the $75 billion Q4 threshold is effectively assured; it formally resolves with the Q4 FY2027 report in February 2027.