Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (Asa Fitch/Wall Street Journal)
ThinkingNews Desk · how this was written
Nvidia’s second-quarter revenue more than doubled year-over-year, reaching roughly $96 billion, while data-center sales surged over 100 percent. The company now projects third-quarter revenue near $108 billion, putting it on track to become a hundred-billion-dollar-per-quarter business and surpassing analysts’ expectations.
Written from all 3 reports below, not from any single one.
How it was reported
- TechMeme·Nvidia reports Q2 revenue up 106% YoY to $96.2B, Data Center revenue up 117% to $89B, Edge Computing revenue up 27% to $7.2B, and net income up 126% to $59.7B (Nvidia Newsroom)
Nvidia posted second-quarter revenue of $96.22 billion, a 106% year-over-year increase, surpassing the $92.17 billion estimate. Data-center sales rose 117% to $89 billion, beating the $85.08 billion forecast, while net income climbed 126% to $59.7 billion.
- The Verge·Nvidia is about to be a hundred-billion-dollar-a-quarter company
Nvidia forecast $108 billion in revenue for the upcoming quarter, following a record $96.2 billion in the most recent quarter—a rise of more than $10 billion. Data-center sales surged to $89 billion, more than doubling year-over-year, while net profit climbed to $59.7 billion. The company’s edge-computing segment, encompassing consumer gaming, also contributed to the growth.
- TechMeme·Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (Deborah Mary Sophia/Reuters)
Nvidia projected Q3 revenue of $108 billion, surpassing the $104 billion consensus, and forecasted a 70% increase in FY 2028 revenue. In Q2, the company reported $96.22 billion in revenue, up 106% YoY, with Data Center sales reaching $89 billion, up 117% YoY. These figures illustrate Nvidia’s rapid growth and strong data-center demand.
- Hacker News·Nvidia projects $673B in sales as AI demand widens
Nvidia projects fiscal 2028 revenue of $673 billion, a 70% increase from $96.2 billion in fiscal 2027 Q2. Data-center revenue is expected to rise to $89 billion. Growth is driven by demand from regional AI firms, startups, and enterprises, not just hyperscalers. Supply constraints cap higher estimates. This forecast places Nvidia ahead of Apple and Alphabet in U.S. tech revenue, with Amazon the only larger U.S. tech company.
- TechMeme·Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (Asa Fitch/Wall Street Journal)
Nvidia reported that its commitments to component suppliers for AI chips and systems reached $279 billion in the second quarter, up from $119 billion in Q1, $95.2 billion in Q4 2025, and $50.3 billion in Q3 2025. The company also announced a $12.9 billion acquisition of Hugging Face, the open-source AI model repository.
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