NVIDIA reported revenue of $46.7 billion for the second quarter of fiscal 2026, up 6% sequentially and 56% year-over-year, as demand for Blackwell GPUs accelerated across data center, gaming, professional visualization, and automotive markets. Data center revenue reached $41.1 billion, also up 56% year-over-year, with Blackwell platform sales climbing 17% sequentially.
The company highlighted adoption of its Blackwell RTX PRO GPUs by global enterprises including Disney, Hyundai, SAP, and TSMC. NVIDIA also expanded DGX Cloud Lepton across Europe and introduced Spectrum-XGS Ethernet for connecting giga-scale AI factories. In gaming, revenue reached a record $4.3 billion, powered by the launch of the GeForce RTX 5060. Professional visualization revenue rose to $601 million, while automotive revenue grew 69% year-over-year to $586 million on initial shipments of the DRIVE Thor SoC and Jetson AGX Thor developer kits.
Conference call commentary emphasized the rise of agentic AI—reasoning models that plan, research, and use tools—requiring 100x to 1000x more compute than earlier models. Jensen Huang said NVLink 72 rack-scale systems and upcoming Reuben platforms will extend NVIDIA’s leadership into multi-gigawatt AI factories. CFO Colette Kress noted that China represented only low single digits of data center revenue in Q2, with no H20 shipments included in the Q3 outlook.
- Q2 revenue: $46.7B (+6% QoQ, +56% YoY)
- Data center revenue: $41.1B (+5% QoQ, +56% YoY)
- Gaming revenue: $4.3B (+14% QoQ, +49% YoY)
- Professional visualization revenue: $601M (+32% YoY)
- Automotive revenue: $586M (+69% YoY)
- GAAP gross margin: 72.4%; non-GAAP 72.7%
- Shareholder returns: $24.3B in first half FY26; new $60B repurchase authorization
- Q3 outlook: revenue ~$54B, gross margins mid-73% range, no China H20 shipments assumed
“Blackwell is the AI platform the world has been waiting for, delivering an exceptional generational leap — production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” said Jensen Huang, founder and CEO of NVIDIA.
🌐 Analysis: NVIDIA’s results highlight the scale and urgency of the AI infrastructure buildout. Hyperscalers and enterprises are rapidly moving to rack-scale Blackwell systems as reasoning AI reshapes workloads. The company now sees a $3–4 trillion AI factory buildout this decade, with networking (Spectrum-X, NVLink) and systems integration as critical differentiators. Competitors such as AMD, Intel, and Broadcom will be pressed to accelerate their silicon and interconnect roadmaps, but NVIDIA’s platform strategy and ecosystem dominance underscore why much of the AI CAPEX surge is flowing its way.
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