In-Depth Analysis of NVIDIA’s Q2 Earnings: $96.2 Billion in Revenue—How Long Can the High Growth in AI Computing Power Continue?
NVIDIA’s Q2 revenue was $9.62B, with data center revenue of $8.90 billion, up 117% year over year and accounting for 92.5%, highlighting the shift toward AI infrastructure. The company said fiscal 2028 revenue will increase by approximately 70%, with faster growth if supply chain constraints ease; third-quarter revenue is expected to be approximately $108 billion. Gross margin was 74%, while valuation remains relatively low, and market attention is shifting from GPU hoarding to ROI-driven rational expansion.


































