Key facts: NVIDIA H2 DC +20% Above; Rule Change Approved; Premarket Up

NVIDIA’s fiscal 2027 H2 data-center revenue may run about 20% above consensus after HBM4 issues on Vera Rubin were resolved and wafer supply improved, aiding faster product ramps.N

NVIDIA’s fiscal 2027 H2 data-center revenue may run about 20% above consensus after HBM4 issues on Vera Rubin were resolved and wafer supply improved, aiding faster product ramps.
NVIDIA shareholders approved changing voting rules from a supermajority to a simple majority for certain corporate actions, lowering the vote threshold required to pass those measures.
NVDA premarket ticks up after weak H1. Traders eye upcoming Vera Rubin hardware as a potential AI-infra catalyst. Market outlook expects muted near-term upside.