Nvidia Q2 earnings beat expectations with strong data center growth

Tech Hardware & Electrical Equipment Written by: Angela Harmantas 16:30 Wed 26 Aug 2026 --> Disclaimer No investment advice About this content Editorial Standards & Policies Share article About this content × About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government. She earned a Bachelor of... Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and actionable business and finance news content to a global investment audience. All our content is produced independently by our experienced and qualified teams of news journalists. Proactive news team spans the world’s key finance and investing hubs with bureaus and studios in London, New York, Toronto, Vancouver, Sydney and Perth. We are experts in medium and small-cap markets, we also keep our community up to date with blue-chip companies, commodities and broader investment stories. This is content that excites and engages motivated private investors. The team delivers news and unique insights across the market including but not confined to: biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto and emerging digital and EV technologies. Use of technology Proactive has always been a forward looking and enthusiastic technology adopter. Our human content creators are equipped with many decades of valuable expertise and experience. The team also has access to and use technologies to assist and enhance workflows. Proactive will on occasion use automation and software tools, including generative AI. Nevertheless, all content published by Proactive is edited and authored by humans, in line with best practice in regard to content production and search engine optimisation. Nvidia Corp ( NASDAQ:NVDA XETRA:NVD ) View Price & Profile Nvidia Q2 earnings beat expectations with strong data center growth Published: 16:30 26 Aug 2026 EDT Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) forecast third-quarter revenue above Wall Street estimates on Wednesday, extending a run of blowout results driven by insatiable demand for its AI chips. The chipmaker's stock fell about 1.3% in after-hours trading despite the beat, as investors weighed guidance that assumes no data center compute revenue from China. Nvidia posted second-quarter revenue of $96.2 billion, topping analyst estimates of $92.2 billion and marking 106% growth from a year earlier. Adjusted earnings per share came in at $2.22, ahead of the $2.10 expected and up 120% year-over-year. The company's data center segment, its largest by far, generated $89 billion in revenue, up 117% from a year ago and above the $85.8 billion analysts had projected. Edge computing revenue reached $7.2 billion, a 27% increase. For the current quarter, Nvidia guided for revenue of $108 billion, plus or minus 2%, well above the $104.2 billion analysts had forecast. The company expects adjusted gross margin of 74%, plus or minus 50 basis points, and adjusted operating expenses of roughly $9 billion. Adjusted operating income for the second quarter totaled $64 billion, up 124% from a year earlier, while adjusted net income rose 118% to $54 billion. Free cash flow was $21.3 billion. Nvidia returned approximately $26 billion to shareholders during the quarter and had about $99 billion remaining under its buyback authorization. The company held $22.4 billion in cash and cash equivalents against $1 billion in short-term debt and $32.4 billion in long-term debt. Nvidia said its next-generation Vera Rubin platform is ramping into full production, with racks now running at partner facilities. "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," said Nvidia CEO Jensen Huang. "The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment," Huang added. Continue reading