Source

Call: August 26, 2026, 5:00 PM ET. Speakers cited: Colette Kress (EVP and CFO), Jensen Huang (President and CEO), plus named sell-side analysts.

Decision-shaped excerpts only. NVIDIA states on the call that the content is its property and may not be reproduced without consent; what follows is the minimum needed to carry the claims, attributed by speaker and section.

Guidance stated on the call and not in the press release

The financing disclosures, in management's framing

• Nearly $50B invested in the frontier

Takeaway

Management put numbers on the financing question for the first time: ~a quarter of FY2028 business comes from AI labs whose buildouts lean on NVIDIA's balance sheet, and the gross-margin path was reset to a 71-72% Q4 trough on memory costs.