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Nvidia Earning Report of Q2 FY26: Strong Growth Powered by AI Demand: Nvidia has once again delivered outstanding results for the second quarter of FY 2026, ending July 27, 2025. The company continues to ride the AI wave, showing strong revenue growth and robust demand for its new AI chips.
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Key Highlights of Nvidia Earning Report of Q2 FY26
- Total Revenue: ₹46.7 billion (~$46.7 billion), up 56% YoY and 6% QoQ.
- Data Center Revenue: ₹41.1 billion (~$41.1 billion), driven by strong AI demand.
- Blackwell AI Chips: Revenue grew 17% compared to last quarter.
- Earnings Per Share (EPS): ₹1.08 (GAAP), ₹1.05 (non-GAAP).
- Gross Margin: 72.4% (GAAP), 72.7% (non-GAAP).
- Share Buyback: New authorization of ₹60 billion buyback plan.
Why its important?
Nvidia is benefiting from the global rush for AI infrastructure. Big tech companies are investing heavily in data centers and GPUs, and Nvidia is leading the market.
Its Blackwell platform is now being used by major players like Google, Amazon, Microsoft, and Oracle. The demand for these high-performance chips is increasing every quarter.
Stock Market Reaction
Even though the company reported excellent numbers, Nvidia’s stock dropped about 3–4% in after-market trading. Experts say this is because:
- The data centre sales were slightly below market expectations.
- There are concerns about regulatory issues in China related to AI chip exports.
Still, most analysts believe this is a short-term reaction, and Nvidia’s long-term growth story is intact.
Future Outlook – Q3 FY26
Nvidia is expecting even stronger numbers in the next quarter:
- Expected Revenue: Around ₹54 billion.
- Focus Areas: AI, Cloud, and Enterprise GPU sales.
- H20 AI Chips in China: Sales are currently paused due to export rules, but if restarted, it could give a further boost.
CEO Jensen Huang has shared an optimistic view, saying AI infrastructure could become a ₹250–330 lakh crore ($3–4 trillion) market in the coming years, and Nvidia is ready to lead that change.
Conclusion on Nvidia Earning Report of Q2 FY26
Nvidia has once again shown why it is the top name in the AI chip market. With strong financials, innovative products, and future-ready platforms, it continues to stay ahead of the curve.
Disclaimer – This is not an investment advice. It is for educational and informational purposes only. Stock discussed in this article is used for as example. Please read our disclaimer for more.