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Jul 27
NVIDIA Q2 2026 Earnings Report
NVIDIA reported record revenue and strong earnings growth driven by surging demand for its AI data center solutions.
Key Takeaways
NVIDIA delivered a standout Q2 FY26, with $46.7B in revenue and $26.4B in GAAP net income. The data center segment was the primary driver, bolstered by demand for Blackwell platform products.
Revenue hit $46.7B, up 56% YoY, driven by strong data center performance.
GAAP EPS reached $1.08 while non-GAAP EPS came in at $1.05.
Net income surged to $26.4B, with non-GAAP operating income at $30.2B.
Blackwell platform demand accelerated across global AI infrastructure.
NVIDIA
NVIDIA
NVIDIA Revenue by Segment
Revenue by Segment
Data Center Revenue
CapyFin.comGaming Revenue
CapyFin.comPro Visualization Revenue
CapyFin.comAutomotive Revenue
CapyFin.com Forward Guidance
NVIDIA expects Q3 FY26 revenue of $54B with continued strength in AI infrastructure but excludes H20 shipments to China.
Positive Outlook
- Q3 revenue forecasted at $54B, indicating strong demand.
- Non-GAAP gross margin expected to reach 73.5%.
- Blackwell Ultra ramping production at full speed.
- NVLink rack-scale systems drive massive AI model performance gains.
- Additional $60B approved for share repurchase authorization.
Challenges Ahead
- No H20 shipments to China expected in Q3.
- Q2 YoY gross margin declined slightly.
- High R&D and SG&A expenses expected to continue.
- Potential volatility in global economic conditions.
- Stock-based compensation and acquisition costs remain elevated.
Revenue & Expenses
Visualization of income flow from segment revenue to net income