[NVIDIA's performance exceeds expectations, revenue outlook appears slightly bland, increasing buyback to $60 billion]

On August 28, Jinshi Data reported that Nvidia ( NVDA.O) recorded a revenue of $46.7 billion for Q2 of the fiscal year 2026, exceeding market expectations of $46 billion. In addition, the company approved an additional $60 billion stock buyback. Nvidia provided a flat outlook for Q3 revenue of $54 billion, with a fluctuation of 2%, while the market expected $53.46 billion, raising concerns about the slowing growth of massive spending in the AI sector. Furthermore, its headwinds in H20 added uncertainty. The data center business is Nvidia's core growth engine, with Q2 data center revenue increasing by 56% year-over-year to $41.1 billion. Currently, cloud service providers are purchasing the company's latest generation of Blackwell chips, and Nvidia stated that Q2 sales of Blackwell chips increased by 17% compared to the first quarter. Nvidia's stock fell by as much as 5% in after-hours trading.