NVDA · News · 20260930N
Revenue Performance and Mix
NVIDIA CORP · 2026-09-30 · Importance 69 · Surprise 64 · No source text
NVIDIA’s fiscal second-quarter revenue was reported as having increased 105.9% year over year. Data Center revenue rose 117% year over year to $89 billion, driven by hyperscale and ACIE customers. The Data Center business therefore remained the primary contributor to NVIDIA’s reported growth and reinforced the company’s full-stack AI platform positioning. Third-party reporting also described NVIDIA as having roughly doubled revenue while its share price advanced more slowly.
Key facts
- Seeking Alpha reported Data Center revenue surged 117% year-over-year to $89 billion in Q2. source
- NVIDIA reported quarterly revenue up 105.9% year-over-year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +22.2% | Seeking Alpha reported Data Center revenue surged 117% year-over-year to $89 billion in Q2. |