NVDA · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

NVIDIA CORP · 2026-05-20 · Importance 88 · Surprise 82 · No source text

Total revenue was $81.6 billion for the three months ended Apr 26, 2026, up 85% year-over-year and up 20% sequentially. Data Center revenue was $75.2 billion, up 92% year-over-year and up 21% sequentially, driven by the ramp of Blackwell 300 systems and demand for InfiniBand, Spectrum-X Ethernet, and NVLink. Hyperscale accounted for approximately 50% of Data Center revenue ($37.9 billion reported as Hyperscale), with the remaining ~$37.4 billion from AI Clouds, Industrial & Enterprise customers. Edge Computing revenue was $6.4 billion, up 29% year-over-year and up 10% sequentially, led by Blackwell workstation demand and partially offset by weaker consumer PC demand and elevated memory and systems prices.

Key facts

• Revenue for the three months ended Apr 26, 2026: $81,615 million, up 85% year-over-year and up 20% sequentially. source
• Data Center revenue for the three months ended Apr 26, 2026: $75,246 million, up 92% year-over-year and up 21% sequentially. source
• Hyperscale revenue for the three months ended Apr 26, 2026: $37,869 million. source
• AI Clouds, Industrial, & Enterprise revenue for the three months ended Apr 26, 2026: $37,377 million. source
• Edge Computing revenue for the three months ended Apr 26, 2026: $6,369 million, up 29% year-over-year and up 10% sequentially. source

Impact estimates