Nvidia posts record $46.7B as data center GPUs drive Q2 FY2026
Record quarter for Nvidia: $46.7B revenue driven by data center GPUs, Blackwell and NVLink demand. Clouds lead, gaming up 49%. Outlook: $54B next quarter
Record quarter for Nvidia: $46.7B revenue driven by data center GPUs, Blackwell and NVLink demand. Clouds lead, gaming up 49%. Outlook: $54B next quarter
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Nvidia has released its results for the second quarter of fiscal 2026, posting record revenue of $46.7 billion — the highest in the company’s history. The surge was powered by data center graphics accelerators, which generated nearly 88% of total sales.
Data center revenue reached $41.1 billion, up 56% year over year. Sales of the new Blackwell and Blackwell Ultra GPUs accelerated sharply, as did demand for NVLink and Infiniband networking solutions. The biggest cloud providers were the primary customers, accounting for roughly half of the revenue. Taken together, the numbers show how decisively the company’s center of gravity has shifted toward data center infrastructure, with cloud players setting the pace.
Gaming is far from forgotten: sales of gaming graphics cards climbed to $4.3 billion, 49% higher than a year earlier. The lift came from the GeForce RTX 5060 and 5060 Ti, as well as steadier supplies of Blackwell‑based GPUs for the mainstream segment. Professional graphics brought in $601 million and automotive solutions $586 million — both segments set new records.
The outlook raises the bar again: Nvidia expects about $54 billion in revenue next quarter with a gross margin above 73%. CEO Jensen Huang said Blackwell has become the platform the world had been waiting for and that demand for AI accelerators continues to grow at a blistering pace. If those targets are met, the momentum would only intensify.