NVIDIA delivered another exceptional quarter with triple-digit revenue growth. The company recorded robust performance across almost every segment and subsegment, sending its share price up roughly 10% within a few days of the earnings release.
| Segmental Revenue | Q2 2026 (US$ million) | Q2 2027 (US$ million) | Percentage change |
| Data Centre | 41,096 | 89,023 | +116.6% |
| Hyperscale | 24,168 | 48,710 | +101.5% |
| AI Clouds, Industrial, & Enterprise (ACIE) | 16,928 | 40,313 | +138.1% |
| Edge Computing | 5,647 | 7,198 | +27.5% |
| Total | 46,743 | 96,221 | +105.9% |
Revenue growth accelerated for four consecutive quarters, driven by surging AI demand as global players race to build out data centres, with negligible revenue contribution from China. Strong revenue growth in the data centre segment was supported by robust agentic AI demand. The hyperscale subsegment was driven by sustained Blackwell demand. ACIE revenue grew 25.2% sequentially, driven by AI Clouds/neoclouds as well as hyperscalers that rent excess compute capacity from them.
Hyperscaler demand remains robust as planned capital expenditures among the top five hyperscalers approach US$800 billion in 2026 and US$1.3 trillion in 2027. Non-hyperscaler growth, namely
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