WEEX Labs: Nvidia's Stronger-Than-Expected Guidance Lifts Compute Sector, LITE Up Over 10% in 24H

Odaily News, August 27 — Nvidia released its earnings report, with Q2 FY2027 revenue reaching $96.2B, up 106% year-over-year, and data center revenue hitting $89.0B, up 117% year-over-year. The company guided Q3 revenue at $108B and projected approximately 70% revenue growth in FY28. WEEX TradFi shows AI hardware sector following the uptrend, with Lumentum (LITE) up 10.16% in 24H, Arm (ARM) up 8.19%, and Western Digital (WDC) up 7.82%. WEEX Labs believes this rally is driven by the "AI inflection point + high-growth guidance" narrative, with capital rotating from GPUs to optical interconnect and storage. The short-term main theme remains the repricing of guidance, though investors should be wary of pullback volatility after expectations are realized.