Nvidia (NVDA) Q2 2026 (USD): Adj. EPS 2.22 (exp. 2.09), Revenue 96.2bln (exp. 92.3bln)

Data centre revenue 89.0bln (exp. 85.86bln). Hyperscale revenue 48.71bln (exp. 43.55bln). Compute and networking revenue 88.30bln (exp. 84.69bln). Edge computing revenue 7.20bln (exp. 6.61bln). AI clouds, industrial, and enterprise revenue 40.31bln. Net gains from equity securities 7.8bln. Commitments increased to 279bln from 119bln, primarily due to memory procurement. CEO said compute is revenue, demand is accelerating; Vera Rubin, now in full production. Returned approximately USD 26.0bln to shareholders in the form of shares repurchased and cash dividends. As of the end of the second quarter, Nvidia had approximately USD 99.0bln remaining under its share repurchase authorisation. Said GPUs at Ports-Pike could represent 150–200bln in revenue; Infrastructure at Ports-Pike could represent ~1.5mln GPUs. Signed data center lease agreements with terms of ~15 years. Outlook Q3 revenue 105.84-110.16bln (exp. 104.9bln). Q3 adj. gross margin 73.5-74.5%, down from Q2's 75.0%. Q3 adj. operating expenses about 9.0bln (exp. 8.97bln). Nvidia is not assuming any data centre comput revenue from China in its outlook. Expects to reassign data center leases to third parties.