"NVIDIA ( Nasdaq: NVDA) reports fiscal third quarter 2026 results after the close, and expectations could hardly be higher. 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."
NVIDIA posted $46.7 billion in Q2 revenue driven by surging demand for Blackwell, strong sequential networking growth, and broad adoption across CSPs, enterprises, and sovereign AI programs. Industry CapEx is running around $600 billion per year as AI build-out accelerates. GB300 production is reported at roughly 1,000 racks per week following a seamless transition, and analysts expect year-over-year revenue growth of 57% and EPS growth of 55% for the fiscal quarter. Rubin is scheduled for a volume launch next year. Networking revenue reached a record $7.3 billion and platform-level integration across compute, networking, and software remains central to large-scale AI deployments.
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