NVIDIA reports $89 billion quarterly data-center revenue
NVIDIA reported fiscal second-quarter revenue of $96.2 billion and data-center revenue of $89.0 billion, respectively 106% and 117% higher year over year. It guided to $108 billion next-quarter revenue, excluded China data-center compute from that outlook, and said Vera Rubin is in full production.
Why it matters: The results provide audited-period demand evidence behind AI infrastructure announcements, while the outlook, supply constraints, memory costs, and production claims expose the financial and component boundaries buyers should track.