Nvidia Q2 Results: Data Centre Revenue Jumps 117% YoY to $89 Billion, Lifting Asian Tech Stocks
- August 27, 2026
- Posted by: Kunal Singla
- Category: Market
Nvidia Q2: Data centre revenue +117% YoY to $89 billion. Edge computing revenue $7.20 billion. Hyperscale revenue $48.71 billion. Q3 guidance $105.84-110.16 billion. FY28 growth ~70% expected.
Quick Answer
Nvidia reported strong Q2 results, with data centre revenue rising 117% year-on-year to $89 billion, while Q2 edge computing revenue stood at $7.20 billion and hyperscale revenue at $48.71 billion. The company expects overall revenue to grow by around 70% in fiscal 2028 and sees Q3 revenue in the range of $105.84 billion to $110.16 billion.
Nvidia reported strong Q2 results, with data centre revenue rising 117% year-on-year to $89 billion, reflecting continued strong demand for AI accelerators used in training and running artificial intelligence models. Q2 edge computing revenue stood at $7.20 billion, while hyperscale revenue reached $48.71 billion.
Looking ahead, the company expects overall revenue to grow by around 70% in fiscal 2028 and sees Q3 revenue in the range of $105.84 billion to $110.16 billion, reinforcing confidence in sustained AI-driven demand for its chips.
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Why Do Nvidia’s Results Matter for Indian Markets?
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Nvidia’s earnings are closely watched globally because the company is the leading provider of AI accelerators, a key component for training and running artificial intelligence models. Strong results from Nvidia often lift sentiment across the broader technology and semiconductor supply chain, including in Asian markets, as investors gain confidence in the durability of AI-related capital expenditure by hyperscale cloud providers and enterprises.
Following Nvidia’s results, Asian stocks rose for a third consecutive day, with tech hardware manufacturers benefiting from the positive read-through. This spillover effect can also influence sentiment toward Indian IT services and technology hardware companies that are part of the broader global AI infrastructure supply chain.
Nvidia Q2 Results Key Data
| Metric | Value |
|---|---|
| Data Centre Revenue | $89 billion (+117% YoY) |
| Edge Computing Revenue | $7.20 billion |
| Hyperscale Revenue | $48.71 billion |
| Q3 Revenue Guidance | $105.84 billion to $110.16 billion |
| FY28 Revenue Growth Outlook | ~70% |
Market Reaction to Nvidia’s Results
MSCI’s broadest index of Asia-Pacific shares excluding Japan was up 0.7% following the results, on track to extend gains into a third consecutive day. However, US indices themselves saw a more measured reaction, with concerns about a potential Federal Reserve rate hike this year weighing on sentiment even as Nvidia’s numbers beat expectations.
Conclusion
Nvidia’s Q2 results, with data centre revenue up 117% year-on-year and a bullish fiscal 2028 outlook, reinforce the continued strength of global AI infrastructure spending. The positive read-through has lifted Asian tech stocks, and Indian investors should watch how this sentiment translates to domestic IT and technology hardware names in the sessions ahead. Consult a SEBI-registered financial advisor before making any investment decision.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
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FAQs on Nvidia Q2 Results
What were Nvidia’s Q2 results?
Ans. Nvidia reported Q2 results with data centre revenue rising 117% year-on-year to $89 billion, edge computing revenue of $7.20 billion, and hyperscale revenue of $48.71 billion, beating market expectations.
What is Nvidia’s revenue guidance for Q3?
Ans. Nvidia expects Q3 revenue in the range of $105.84 billion to $110.16 billion, and has guided for overall revenue growth of around 70% in fiscal 2028.
How did Nvidia’s results affect Asian markets?
Ans. Following Nvidia’s strong Q2 results, Asian stocks rose for a third consecutive day, with MSCI’s broadest index of Asia-Pacific shares excluding Japan up 0.7%, as tech hardware manufacturers benefited from the positive sentiment.
Why does Nvidia’s earnings matter for Indian investors?
Ans. Nvidia’s earnings are closely watched globally as the company leads the AI accelerator market. Strong results often lift sentiment across the broader technology supply chain, including Indian IT services and hardware companies connected to global AI infrastructure spending.
What drove Nvidia’s data centre revenue growth?
Ans. Nvidia’s 117% year-on-year growth in data centre revenue was driven by continued strong demand for AI accelerators used by hyperscale cloud providers and enterprises to train and run artificial intelligence models.
