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Nvidia Reports Record Growth Driven by Diverse AI Customers Beyond Tech Giants

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דווח לראשונה בGlobes · Aug 27, 2026

מה קרה

Nvidia reported record-breaking Q2 revenue and profit driven by strong demand from both major hyperscalers and smaller AI customers. The company forecasts continued high growth constrained mainly by supply chain limits, not demand, signaling sustained momentum in the AI chip market.

01Nvidia's Q2 revenue rose 106% to $96.2 billion, net profit up 126% to $59.69 billion.
02Data center revenue surged 117% to $89.02 billion, split between hyperscalers and smaller clients.
03Nvidia's networking division, led by its Israeli R&D center, grew 18% to $17.7 billion, becoming the largest globally.
04Q3 revenue forecast is $105.84-$110.16 billion, an 85.7%-93.2% increase year-over-year.
05Fiscal 2028 sales expected to grow 70%, limited by supply chain constraints, not demand.
06CEO Jensen Huang stressed demand exceeds supply capacity, with plans to expand supply chain.

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