Nvidia Corp. reported revenue of $96.2 billion for its fiscal second quarter ended July 26, 2026, a 106% increase from a year ago and an 18% gain from the prior quarter1,3. Data Center revenue reached $89.0 billion, up 117% year over year. Edge Computing revenue rose 27% to $7.2 billion. Net income climbed 126% to $59.7 billion.
The chipmaker forecast third-quarter revenue of $108 billion, above a Wall Street consensus estimate of $104 billion2. Nvidia Corp. also said it expects fiscal year 2028 revenue to grow by about 70%. Shares rose more than 4% in after-hours trading following the report.
Reuters characterized the results as signaling "persistent demand" for Nvidia Corp.'s AI chips.
ANALYSIS Data Center revenue constituted the dominant share of total quarterly revenue, underscoring the degree to which AI infrastructure spending drives Nvidia Corp.'s business.
The earnings arrive the same day that Anthropic committed approximately $45 billion over six years to rent about 460 megawatts of compute capacity from Nscale at a West Virginia data center that will run on Nvidia Corp. hardware ctx. ◆ That deal illustrates the downstream capital commitments sustaining the demand Nvidia Corp. is reporting.
Vector Wire covered the headline revenue figures earlier on August 26 ctx.