"The company is coming off another record quarter with $46.7 billion in Q2 revenue, driven by surging demand for Blackwell, strong sequential growth in networking, and broad adoption across CSPs, enterprises and sovereign AI programs. Jensen Huang and Colette Kress emphasized that the global AI build-out is still in its early innings, with industry CapEx now running at an astonishing $600 billion per year. As the AI race intensifies, NVIDIA remains the core infrastructure provider to hyperscalers, AI-native startups and industrial users."
"Analysts expect another strong quarter, with both EPS and revenue projecting substantial double-digit growth. But the bigger story is NVIDIA's positioning heading into 2026, as Blackwell continues to scale and the company prepares for Rubin's volume launch next year. With AI factories expanding from tens of megawatts toward hundreds of megawatts, NVIDIA's platform-level strategy across compute, networking and software keeps it central to global AI deployment."
"1. Blackwell ramp and GB300 production cadenceManagement noted that Blackwell reached record levels in Q2, with the GB300 transition described as "seamless" and production now running at roughly 1,000 racks per week . Investors will want updated commentary on how quickly GB300 capacity is scaling and whether new CSP deployments are accelerating into Q4 and early 2026."
NVIDIA delivered a record quarter with $46.7 billion in revenue driven by strong Blackwell demand, networking growth, and broad adoption across CSPs, enterprises and sovereign programs. Industry CapEx is running near $600 billion annually, supporting continued AI infrastructure demand. Analysts expect year-over-year revenue growth of about 57 percent and EPS growth near 55 percent, reflecting persistent guidance raises and momentum. GB300 production is running at roughly 1,000 racks per week, and attention is on how quickly capacity and CSP deployments will scale into Q4 and early 2026. Rubin's volume launch next year and platform integration across compute, networking and software underpin NVIDIA's central role in global AI deployment.
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