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Latest / Chips, compute and energy

ReportComputeUS ChinaConfirmed

NVIDIA reports $96.2bn quarterly revenue, with data centre sales up 117%

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Source: NVIDIAAlso reported by NVIDIA (SEC filing)

NVIDIA reported revenue of $96.2 billion for the quarter ended 26 July, up 106% from a year earlier, with data centre revenue of $89.0 billion, up 117%. It guided to about $108 billion for the next quarter and said that outlook assumes no data centre compute revenue from China. Chief executive Jensen Huang said its Vera Rubin platform is now in full production; NVIDIA said Vera Rubin racks are running at partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius.

Why it matters

The company at the centre of AI compute doubled its sales in a year while assuming nothing from China, the market US export rules restrict.

When
26 Aug 2026
ID
WTA-N-2026-0232
Who
NVIDIA; Jensen Huang

Summary by wheresthe.ai, from NVIDIA and the reporting credited above. Checked against the source on 10 Oct 2026.

Read the original at NVIDIA

Source copy: download the page as saved on 18 Oct 2026 (PDF). Also held by the Internet Archive.

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Cite this story

WTA-N-2026-0232: “NVIDIA reports $96.2bn quarterly revenue, with data centre sales up 117%.” wheresthe.ai, 26 Aug 2026. https://wheresthe.ai/d/us-nvidia-q2-fy2027-results-2026-08/ (source: NVIDIA).

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