"Nvidia has firmly established itself as the leading player in artificial intelligence (AI) infrastructure, as it accounts for nearly 92% of the data center GPU market. That dominance has been the foundation of its robust financial performances of recent years. In its fiscal 2026 second quarter (which ended July 27), Nvidia reported revenues of $46.7 billion, up 56% year over year and exceeding guidance, while its GAAP ( generally accepted accounting principles) gross margin was 72.4%."
"Nvidia estimates that between $3 trillion and $4 trillion will be invested in AI infrastructure by the end of 2030. En route to that total, it expects hyperscalers and enterprises to invest nearly $600 billion in data center infrastructure and computational technologies in calendar 2025, nearly double the amount that was invested in 2023. Nvidia's Blackwell-based AI systems, such as the GB200 NVL System and GB300 platform,"
U.S. GDP grew 3.3% year over year in the second quarter, reflecting economic resilience despite higher interest rates and global macro uncertainty. Investors can benefit from allocating capital to companies with scale, durable cash flows, and secular tailwinds. Nvidia dominates the data center GPU market with nearly 92% share and delivered $46.7 billion in fiscal Q2 revenue, up 56% year over year, with a GAAP gross margin of 72.4%. Management forecasts fiscal Q3 revenue near $54 billion driven by Blackwell GPUs. Nvidia projects $3–$4 trillion in AI infrastructure investment by 2030 and widespread adoption of its Blackwell systems and CUDA software.
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