Nvidia reported record $96.2B quarterly revenue with after-hours share surge, signaling continued AI infrastructure demand.
Macro & Markets ·
Nvidia's fiscal second-quarter revenue reached $96.2 billion, more than doubling year over year and surpassing analyst expectations, while the company disclosed $366 billion in multiyear artificial intelligence infrastructure commitments and up to $108.5 billion in phased guarantee exposure. Data Center revenue climbed 117% to $89 billion, and shares recovered in after-hours trading to trade roughly 3.5% above the regular session close. The chipmaker guided for $108 billion in third-quarter revenue with gross margins of 74%, citing accelerating demand across multiple frontier labs and a new ecosystem of AI startups globally.