Nvidia's $46.7 Billion Quarter Shows the AI Trade Is Alive and Well -- With Caveats

Nvidia's $46.7 Billion Quarter Shows the AI Trade Is Alive and Well -- With Caveats

Key PointsWhile earnings were up 56%, the company's data center revenue dropped 1% sequentially.Nvidia did not record any sales in China from its H20 chip.The company has a bright future with its Blackwell line of next-generation chips.10 stocks we like better than Nvidia › Investors are used to seeing Wall Street jump up and down every time Nvidia (NASDAQ: NVDA) reports its quarterly numbers. As demand for its graphics processing units (GPUs) c…

Nvidia Earnings Signal AI Boom’s Long-Term Surge

Nvidia’s second-quarter fiscal 2026 earnings report delivered a powerful affirmation that the artificial intelligence (AI) boom is far from fading, with the semiconductor giant breaking revenue records and signaling a prolonged period of expansive growth fueled by AI demand.   Reporting revenue of $46.7 billion—an impressive 56 percent year-over-year increase and surpassing the previous quarter’s $44.1 billion record—Nvidia has demonstrated not …

NVIDIA Positions Itself as Backbone of $4 Trillion AI Gold Rush

NVIDIA is no longer just a chipmaker. Its latest earnings suggest it has become the world’s most critical supplier of infrastructure for AI. The company posted record quarterly revenue of $46.7 billion, up 56% from a year ago, driven by insatiable demand for its data centre products. Sales of its latest Blackwell and Blackwell Ultra GPUs are ramping at unprecedented speed, with NVIDIA now producing 1,000 AI racks a week. By 2030, NVIDIA expects …

Nvidia Shares Dip Post-Earnings: Growth Outlook Concerns

Nvidia shares edged down in after-hours on Wednesday and remained lower in pre-market trading on Thursday, following the release of quarterly results. While earnings were strong, markets remained unconvinced. For the fiscal second quarter, Nvidia reported revenue of USD 46.7 billion, a 56% increase year-on-year, and earnings per share of USD 1.05, both slightly ahead of consensus expectations. However, revenue growth continued to slow, down from…

NVIDIA Just Casually Made $46.7 Billion While We Were All Arguing About AI

So NVIDIA dropped their Q2 earnings yesterday, and honestly? It’s like watching your overachieving friend from college who somehow keeps getting promoted while the rest of us are still figuring out our 401k passwords. The chip giant absolutely demolished expectations – again. They posted $1.05 per share in earnings when analysts were expecting $1.00 (which, let’s be real, was already pretty optimistic). But here’s the kicker: they made $46.7 bil…