CNBC Real-Time Intelligence- Nvidia second-quarter revenue was $96.2 billion, up 106% from a year ago, as the Blackwell Ultra infrastructure ramp powered results.
- Data Center revenue reached $89.0 billion, up 117% from a year ago, driven by the ramp of Blackwell Ultra infrastructure.
- Nvidia guided third-quarter revenue to $108.0 billion, plus or minus 2%, noting it is not assuming any Data Center compute revenue from China.
- Gross margin expanded to 75.0% from 72.4% a year ago on improved mix from Blackwell Ultra, though the company guided third-quarter margins to 74.0%.
- After the quarter, Nvidia entered guarantees capped at $105 billion supporting data center leases for approximately 4.25 gigawatts of capacity at an SB Energy campus on behalf of OpenAI.
Nvidia second-quarter 2026 earnings
Nvidia second-quarter results beat Wall Street expectations and issued revenue guidance that topped estimates.