Nvidia Q2 Fy 2026 Results Networking Steals The Spotlight Futurum

Bonisiwe Shabane

-Dec 31, 2025, 3:55 PM

nvidia q2 fy 2026 results networking steals the spotlight futurum

Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support. Make smarter decisions with agile analyst insight and amplify your story through analysts who move markets. Turn your message into motion with analyst-hosted video, live events, digital media, and content strategies. Prove your claims with third-party validation from engineers, not marketers, delivered through hands-on testing, benchmarking, and lab-backed content. Analyst(s): Ray Wang, Daniel Newman Publication Date: August 28, 2025 Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%, signaling to Wall Street that demand for artificial intelligence infrastructure shows no sign of fading.

The stock, which is up 35% this year after almost tripling in 2024, slipped in extended trading as data center revenue came up short of estimates for the second straight period. Shares pared the losses Thursday. Here's how the company did, compared with estimates from analysts polled by LSEG: Nvidia said it expects revenue this quarter to be $54 billion, plus or minus 2%, though that number does not assume any H20 shipments to China. Analysts were expecting revenue of $53.1 billion, according to LSEG. The company's 2026 second-quarter results confirmed that Nvidia's data center business remains entrenched in the global AI buildout.

Nvidia finance chief Colette Kress told analysts on an earnings call that the company expects between $3 trillion and $4 trillion in AI infrastructure spending by the end of the decade. NVIDIA's Q2 FY2026 revenue reached $46.7B, up 56% YoY, driven by Data Center growth and strong Blackwell GPU adoption. NVIDIA just posted absolutely staggering numbers for its second quarter of fiscal 2026, pulling in a record $46.7 billion in revenue that's a solid 6% jump from last quarter and a massive 56% surge... The real story here, though, is the downright explosive performance of their Data Center division, which alone brought in $41.1 billion on the strength of their next-generation Blackwell GPU architecture. CFO Colette Kress pointed directly to the "accelerated adoption of Blackwell-based systems across hyperscale and enterprise AI infrastructure" as the primary driver, noting that demand continues to vastly outstrip supply even as production ramps... It’s clear that the AI boom is not just continuing it’s accelerating faster than anyone predicted.

Breaking down the technical momentum, the Blackwell platform specifically saw a 17% sequential revenue growth, which is pretty remarkable considering these are some of the most complex and expensive computing systems ever built. The company’s latest HGX B200 servers, which pack up to 576 exaflops of AI compute power, are being deployed by every major cloud provider to handle massive large language model training and real-time inference... What’s really interesting is how NVIDIA’s networking stack is becoming just as crucial as the GPUs themselves their Quantum-X800 InfiniBand solutions are now delivering 800Gb/s throughput, which is basically the only way to keep... From a strategic perspective, these results show NVIDIA isn’t just riding a wave they’re essentially controlling the entire ecosystem. CEO Jensen Huang didn’t hold back, stating that "the fundamental shift toward accelerated computing and generative AI is hitting every industry and geography simultaneously." Industry analysts are particularly focused on the company’s software moat... As one Wall Street tech analyst put it, "NVIDIA isn’t just selling chips; they’re selling the entire computational infrastructure for the next decade.

These numbers prove that strategy is working better than anyone imagined." For the broader AI market, the message is clear: the race for compute is only intensifying, and NVIDIA remains the absolute backbone of... © 2025 Silicon Review LLC. All Rights Reserved. Resources > Blog > Market Insights > NVIDIA Q2 Fiscal 2026 Earnings: AI Dominance Continues Despite Export Headwinds NVIDIA Corporation (NASDAQ: NVDA) reported its second quarter fiscal 2026 earnings results after market close today, delivering another quarter of exceptional growth driven by unprecedented demand for artificial intelligence infrastructure. The chip giant’s results demonstrate continued dominance in AI accelerated computing despite navigating export control challenges.

NVIDIA’s Q2 FY2026 performance exceeded already lofty expectations: Revenue soared to $46.7 billion, marking a 56% year-over-year increase and 6% sequential growth. Non-GAAP earnings per share hit $1.05, substantially beating consensus estimates. Perhaps most impressively, the company maintained a robust 75.5% non-GAAP gross margin, underscoring its pricing power in the white-hot AI chip market. For comprehensive NVIDIA financial analysis and peer comparisons, YCharts provides detailed metrics and visualization tools to track these remarkable trends. As what is currently the world’s most valuable company by market capitalization, NVIDIA has established a reputation for doing things their own way.

Even their earnings schedule is downright aloof, with NVDA 0.00%↑ reporting their quarterly earnings a good month behind most other tech companies – and with a fiscal year nearly a full year ahead of... But don’t mistake aloof financial reports for an aloof company: it’s NVIDIA’s engineering and sales prowess has driven them to the top of the market, riding the wave of the current AI boom to... Still, every large wave will eventually break, and as the market leader in AI hardware, NVIDIA has found itself in the somewhat unenviable position of becoming the bellwether for the AI industry as a... As a result, NVIDIA’s financial performance is not just a reflection of the state of the company, but to many observers, it is a reflection of the state of the entire AI industry –... Suffice it to say, there is, perhaps, a bit of pressure on NVIDIA to keep up its so far stellar performance. Thankfully, for NVIDIA, yet another record quarter across the board will alleviate that pressure for now.

With $46.7b in revenue for Q2’26, every single segment of NVIDIA has seen both significant year-over-year growth and more modest quarter-over-quarter growth. And with the one-time charges for H20 export restrictions now behind them, NVIDIA’s second quarter of the fiscal year hasn’t experienced any significant obstructions. In short, NVIDIA is continuing to let the good times roll. 💵 Q2 Revenue, $46.7b, up 56% YoY from $30.0b and up 6% QoQ📈 Q2 Gross Margin at 72.4%, down 2.7pp YoY and up 11.9pp QoQ💰 Q2 Net Income of $26.4b, up 59% YoY from... 💵 Record Quarterly Revenue💵 Record Data Center Revenue💵 Record Gaming Revenue💵 Record Automotive Revenue Daily stocks & crypto headlines, free to your inbox

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Nvidia Q2 Fy 2026 Results Networking Steals The Spotlight Futurum

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