Fri Aug 29 02:30:00 UTC 2025: **Summary:**

NVIDIA reported strong second-quarter fiscal year 2026 results, with revenue reaching $46.7 billion, a 6% increase from the previous quarter and a 56% jump year-over-year. The growth was fueled by the Blackwell Data Center platform, which saw a 17% sequential revenue increase. While H20 sales to China were absent in Q2 due to export restrictions, NVIDIA benefitted from the release of previously reserved H20 inventory and unrestricted sales outside of China. Both GAAP and non-GAAP gross margins exceeded 72%. The company returned $24.3 billion to shareholders in the first half of the fiscal year and authorized an additional $60 billion for share repurchases. Looking ahead, NVIDIA is optimistic about its third-quarter outlook, driven by the demand for its Blackwell platform in the booming AI market.

**News Article:**

**NVIDIA Soars on AI Demand, Blackwell Platform Fuels Growth**

**SANTA CLARA, CA – August 28, 2025** – NVIDIA (NASDAQ: NVDA) announced a stellar second quarter for fiscal year 2026, reporting revenue of $46.7 billion, a 56% surge compared to the same period last year. The chipmaker’s success is largely attributed to the increasing demand for its Blackwell Data Center platform, designed for the rapidly expanding artificial intelligence (AI) market.

Blackwell Data Center revenue climbed 17% sequentially, highlighting the platform’s strong market adoption. “Blackwell is the AI platform the world has been waiting for,” stated Jensen Huang, NVIDIA’s founder and CEO. “The AI race is on, and Blackwell is the platform at its center.”

Notably, NVIDIA reported no H20 sales to China-based customers in the second quarter due to export license requirements. However, the company offset this with the release of $180 million of previously reserved H20 inventory and secured approximately $650 million in unrestricted H20 sales to a customer outside of China.

The company’s financial health remains robust, with GAAP and non-GAAP gross margins exceeding 72%. NVIDIA demonstrated its commitment to shareholders by returning $24.3 billion in the form of share repurchases and cash dividends during the first half of the fiscal year. The Board of Directors further approved an additional $60 billion for share repurchases, underscoring the company’s confidence in its future prospects.

NVIDIA expects continued growth in the third quarter, driven by the high demand for its Blackwell platform and its pivotal role in the AI revolution. The company will pay its next quarterly cash dividend of $0.01 per share on October 2, 2025, to shareholders of record on September 11, 2025.

NVIDIA executives will host a conference call today at 2 p.m. Pacific time (5 p.m. Eastern time) to discuss the results and future outlook in more detail.

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