NVIDIA Corporation Q2 FY2026 Earnings: Record Revenues Across Core Segments
Highlights
- Total Revenue: $46.7 billion
- Data Center Revenue Growth: 56% YoY
- Gaming Revenue: $4.3 billion (+14% QoQ, +49% YoY)
- Networking Revenue: $7.3 billion (+46% sequential, +98% YoY)
- Gross Margin: 72.7% non-GAAP
- Shareholder Returns: $10 billion in share repurchases and dividends
NVIDIA Corporation, well-regarded for its contributions to advanced computing and AI technology, has delivered another record-breaking quarter in its Q2 FY2026 earnings release. Fuelled by substantial growth in data center demand and expanding AI infrastructure requirements, the company has surpassed market expectations with impressive financial metrics.
Data Center & AI Infrastructure Drive Revenue Surge
Total revenue soared to $46.7 billion, showcasing NVIDIA's accelerating influence and expansion within the global technology sphere. A significant driver of this growth is the data center segment, which experienced a remarkable 56% year-over-year increase, bolstered by an ongoing AI revolution and unprecedented demand for NVIDIA's Blackwell platform.
In addition to substantial gains in data center operations, the successful launch of the GB300 demonstrates NVIDIA's ability to seamlessly transition major cloud service providers to its latest high-performance platforms. Such developments have positioned the company favorably amidst the projected $3 to $4 trillion AI infrastructure expenditure by the decade's end.
Gaming and Professional Visualization Display Robust Growth
NVIDIA's gaming revenue reached new heights, coming in at a record $4.3 billion, reflecting a 49% annual increase as the Blackwell GeForce GPUs continue to expand performance capabilities for gaming enthusiasts. Meanwhile, the professional visualization segment posted a 32% increase from last year, fueled by the adoption of high-end RTX workstation GPUs across design and simulation applications.
Networking Innovations Poise NVIDIA for Expanded Influence
Networking revenue achieved an impressive $7.3 billion, almost doubling from the previous year, underscoring the escalating demand for AI compute clusters that require high-performance, low-latency networking solutions. This growth was driven by significant advancements in Spectrum X Ethernet and InfiniBand technologies, propelling NVIDIA's stature within AI super factories.
Strategic Moves and Financial Health
With a strong emphasis on continuous innovation and expansion, NVIDIA's gross margin stood at 72.7% on a non-GAAP basis. Shareholder confidence remains robust as the company returned $10 billion through share repurchases and dividends, alongside the board approving an additional $60 billion share repurchase authorization.
In summary, NVIDIA's strategic initiatives and robust product offerings have significantly strengthened its market position, underpinning substantial financial gains and setting the stage for future growth amid an ongoing AI-driven transformation across industries.