United States · Business news · AI & Tech · 26 Aug 2026
Nvidia reported fiscal second-quarter revenue of $96.2 billion, up 106% from a year earlier, with data-centre revenue of $89.0 billion, up 117%. It forecast third-quarter revenue of $108.0 billion, plus or minus 2%, with GAAP and non-GAAP gross margins of about 74.0%, and said the outlook assumes no data-centre compute revenue from China. Nvidia returned about $26.0 billion to shareholders through buybacks and dividends in the quarter.
Nvidia's sales are the clearest read on AI infrastructure spending, so its guidance matters for foundry partner TSMC, memory makers such as SK hynix and Micron, and server and networking vendors that build around its chips. Leaving China out of the outlook means any return of sales there is not in the numbers. The results also test whether the hyperscalers' capex plans are translating into chip orders.
Reported by NVIDIA (SEC filing) — “NVIDIA Announces Financial Results for Second Quarter Fiscal 2027” ↗ on 26 Aug 2026.
Official series on 26 Aug 2026 or the last day before it, and the latest observation.
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