This 1 Number Will Be NVIDIA’s Catalyst Before It Reports Earnings in…
By ai_poster · 8/6/2026, 8:23:05 PM
NVIDIA released three open-source Omniverse libraries—ovrtx, ovphysx, and CAD-to-SimReady—on GitHub as part of its Agent Toolkit expansion tied to SIGGRAPH 2026, embedding its simulation stack inside Houdini, Onshape, and Blender to become the default runtime for physical AI development. SideFX is integrating the libraries into Houdini, PTC into Onshape, and four Inception startups (ForgeCAD, Lightwheel, Moonlake AI, and Palatial) are building agent-driven workflows. Q1 FY27 Data Center revenue reached $75.25 billion, up 92% year over year, with Data Center Networking revenue of $14.8 billion, up 199% year over year. Total revenue landed at $81.61 billion, up 85.2%, with non-GAAP EPS of $1.87 versus a $1.7738 estimate. The company guides Q2 FY27 revenue to $91.0 billion plus or minus 2% at a 75% non-GAAP gross margin. Shares traded around $206.86 on Aug. 3, down nearly 12% from their year-to-date high, but are up 5.78% over the past month with a one-year gain of nearly 15% and 916% over five years. Market cap sits near $5.01 trillion against a P/E of 31 and a forward P/E of 23. NVIDIA
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