Nvidia (NVDA) earnings report Q2 2026
NVIDIA CEO Jensen Huang joined the “AI race” summit on 23 July 2025 at Washington DC.
Kent Nishimura | Reuters
Nvidia On Wednesday, on Wednesday, Mali declares their second quarter earnings.
How is Nvidia against LSEG Consensus forecasts:
- Earning per share: $ 1.01, set
- Revenues: 46.06 billion dollars
This will represent a 53% annual increase in revenue for NVIDIA, the most valuable company in the world, which has a market value of more than $ 4 trillion.
Such a growth will contribute to an explosive growth line for the chip producer that has shed tears since the arrival of Openai in late 2022 and creates insatiable demand for graphic processing units or GPUs.
The increase in revenue of NVIDIA was directed by the data center business, which constitutes approximately 88% of the company’s total sales.
There are two basic questions that analysts will ask NVIDIA to answer the data center job: how is the current chip generation going? And what is the situation of the company’s job in China?
Analysts will ask for any color where NVIDIA CEO Jensen Huang can give the company’s Blackwell chips go. Earlier this year, Nvidia said that Blackwell sales would be limited to the number of shelves that the company can do, not how many customers do not want to buy.
Blackwell arrives in several different configurations, including one of the GB200, which typically sold 72 GPUs and a finished shelf computer that costs millions of dollars.
“This will probably be the most important thing, because I think the supply of demand is clearly behind,” Keybanc analyst John Vinh said to CNBC. He said.
The other big question that Nvidia faces is his Chinese job. In 2023, he introduced a slow chip called H20 to comply with export controls to China. In April, the Trump administration said that H20 would require a license. A month later, Nvidia said China would lose $ 8 billion in sales.
The Trump administration said it would give these licenses in July. However, in August, the Chinese government showed that Chinese -based technology companies should use chips at home and asking questions about the demand in that country.
Most analysts expect Nvidia to completely exclude China from their guidance. According to LSEG estimates, NVIDIA is expected to guide $ 53.14 billion for the third quarter, which will represent a 51% growth annually.
WRISTWATCH: What’s next for Nvidia in China
