Nvidia reported record quarterly revenue, fueled by rising demand for AI. The company generated $46.7 billion in revenue in the second quarter, a 56 percent increase compared to the previous year. This massive growth was driven by its AI-focused data center business.

Nvidia achieved record revenue

Nvidia generated $41.1 billion in revenue from this segment. Sales of the company’s next-generation Blackwell chips, totaling $27 billion, accounted for the largest share of this revenue. This demonstrates that demand for advanced GPUs continues unabated.

CEO Jensen Huang stated that he predicts future AI infrastructure spending will reach $3 to $4 trillion. Huang also emphasized that Nvidia played a key role in the launch of OpenAI’s open-source gpt-oss models, and that a single Nvidia Blackwell GB200 NVL72 system can process 1.5 million tokens per second.

The company also noted that it was experiencing sales difficulties in the Chinese market. It was announced that no H20 chips, specifically produced for China, were sold to Chinese customers this quarter, but $650 million in sales were made to a customer outside of China.

Gaming revenues also saw a significant increase. The Gaming division generated $4.3 billion in revenue in the second quarter. This figure represents a 14 percent increase compared to the previous quarter and a 49 percent increase compared to the same period last year. This increase was attributed to gamers upgrading their systems and strong demand for GeForce RTX 50 series GPUs.

Huang confirmed that next-generation AI platforms, including the Rubin GPU and five new chips: the Vera CPU, CX9 SuperNIC, Spectrum-X, the Scalable Silicon Photonics processor, and the NVLINK 144 switch, are in production and will be released in 2026. The company added that these chips will be ready for mass production in the second half of 2026.