Nvidia's total revenue for the second quarter was US$96.2 billion, up 18% from the previous month, up 106% year on year; the data center business revenue was US$89 billion, up 117% year on year, becoming the core driving force for the performance. Both GAAP and non-GAAP gross margins for the quarter reached 75%, GAAP diluted earnings per share of $2.46, and non-GAAP diluted earnings of $2.22 per share. Nvidia gave guidance for the third quarter. Revenue is expected to be US$108 billion. This forecast does not take into account the data center computing power business revenue in China, and the gross margin is expected to be 74%. In the second quarter, the company returned 26 billion US dollars to shareholders through repurchases and dividends, and the remaining repurchase authorization amount was 99 billion US dollars. At the business level, the Blackwell and Vera Rubin platforms were fully put into operation, while promoting a long-term data center leasing model. Customer promised orders soared from US$119 billion to US$279 billion month-on-month. Together with a number of investors, the company plans to leverage more than 500 billion US dollars of third-party capital to invest in AI infrastructure, and also lay out racetracks such as edge computing, physical AI, and humanoid robots. Hwang In-hoon said that AI has reached an inflection point in the industry, and global AI infrastructure construction is progressing at full speed.

Zhitongcaijing · 1d ago
Nvidia's total revenue for the second quarter was US$96.2 billion, up 18% from the previous month, up 106% year on year; the data center business revenue was US$89 billion, up 117% year on year, becoming the core driving force for the performance. Both GAAP and non-GAAP gross margins for the quarter reached 75%, GAAP diluted earnings per share of $2.46, and non-GAAP diluted earnings of $2.22 per share. Nvidia gave guidance for the third quarter. Revenue is expected to be US$108 billion. This forecast does not take into account the data center computing power business revenue in China, and the gross margin is expected to be 74%. In the second quarter, the company returned 26 billion US dollars to shareholders through repurchases and dividends, and the remaining repurchase authorization amount was 99 billion US dollars. At the business level, the Blackwell and Vera Rubin platforms were fully put into operation, while promoting a long-term data center leasing model. Customer promised orders soared from US$119 billion to US$279 billion month-on-month. Together with a number of investors, the company plans to leverage more than 500 billion US dollars of third-party capital to invest in AI infrastructure, and also lay out racetracks such as edge computing, physical AI, and humanoid robots. Hwang In-hoon said that AI has reached an inflection point in the industry, and global AI infrastructure construction is progressing at full speed.