NVIDIA profit report (NVDA) Q2 2026

Nafidia Best profits and revenues were reported on Wednesday, and said that sales growth in this quarter will remain above 50 %, indicating Wall Street that the demand for artificial intelligence infrastructure does not show any sign of vanishing.

The stock, which increased by 35 % this year after a three -fold trilogy in 2024, slipped in extending trading as the data center revenue was not less than estimates for the second consecutive period.

Here is how the company did, compared to the estimates of the analysts included in Lseg:

• Arrow profits: 1.05 dollars seized for $ 1.01
• profit: 46.74 billion dollars, compared to 46.06 billion dollars

Nafidia He said Revenue is expected to be a quarter of $ 54 billion, in addition to or minus 2 %, although this number does not assume any H20 shipments to China. Analysts expected revenues of $ 53.1 billion, according to LSEG.

The company’s results confirmed in the second quarter of 2026 that the work of the NVIDIA data center is still firmly established in building global artificial intelligence. The president of Nvidia Finance Colette Kress told analysts in a profit call that the company expects between $ 3 and 4 trillion dollars in spending on Amnesty International’s infrastructure by the end of the contract.

Nafidia said that the company’s total revenue increased by 56 % in a quarter of 30.04 billion dollars a year ago. An annual annual revenue exceeded 50 % for nine consecutive quarters, which dates back to mid -2013, when the mutation of artificial intelligence began to appear in the results of NVIDIA. However, the second quarter represents the slowest period of growth in Nafidia during this extension.

During the quarter, after the CEO of Jensen Huang with President Donald TrumpNVIDIA indicated that it is expected to obtain US licenses to charge the H20 chip to China. The processor, which was built for sales to China, Assign The company said previously that NVIDIA $ 4.5 billion of celebrities could add $ 8 billion in sales in the second quarter if it is commercially available during this period.

NVIDIA said it had not been sold to China during a quarter, BU benefited from a $ 180 million inventory to a customer outside China. Chris said NVIDIA can charge between two billion dollars and $ 5 billion in H20 revenue during the quarter if the geopolitical environment allows.

Net income increased by 59 % to 26.42 billion dollars, or $ 1.05 per share, from 16.6 billion dollars, or 67 cents per share in the last year.

NVIDIA moves its data center business, centered on graphics processors, graphics processing units, and free products to connect and use them in large quantities. Revenue in the department increased by 56 % of the period of $ 41.1 billion, which was less than the accusation of the street of 41.34 billion dollars per quarter.

Chris said in a statement that 33.8 billion dollars in NVIDIA Data Center sales were for “account”, or GPU chips in NVIDIA, which fell 1 % of the first quarter due to $ 4.0 billion in H20 sales. Chris said that the data center sales worth $ 7.3 billion were parts of the networks needed to build the most complex NVIDIA systems, which were almost twice the amount for the fig period last year.

In the previous quarter, the company said that large cloud service providers constitute about half of the work of the NVIDIA data center. These customers are currently purchasing Blackwell Chips, the latest generation of the company.

Nafidia said that Blackwell’s sales increased by 17 % from the first quarter. In May, NVIDIA said that its new product line amounted to $ 27 billion of sales, which represents about 70 % of the data center revenue.

The profit report in NVIDIA comes a few weeks after the company’s largest customers, including Deadand alphabetand Microsoft and AmazonAnnounced results. All of these four companies spend tens of billions of dollars per quarter in the infrastructure structure as they are race To develop artificial intelligence models and services used by consumers and companies.

The NVIDIA Games Department reported 4.3 billion dollars, an increase of 49 % over the Chinese period. The department used to be the largest NVIDIA before sales of the AI ​​Boom Supercharged Data Center. NVIDIA said during the quarter that its intended graphics processing units will be set to run some Openai models on personal computers.

The company’s robots department, which highlighted the administration as a The opportunity to growIt is still a small part of NVIDIA, with $ 586 million in sales during the quarter, which represents a 69 % growth year on an annual basis.

NVIDIA said that the board of directors has approved an additional $ 60 billion in the re -purchase of shares, with no expiration date. NVIDIA reconfigured 9.7 billion dollars in its shares during the quarter.

He watches: What is the next for NVIDIA in China