英伟达NVIDIA（NVDA）2026财年第二季度业绩报告「NASDAQ」（英文版）（10页）.pdf

1、NVIDIA Announces Financial Results for Second QuarterFiscal 2026Revenue of$46.7 billion,up 6%from Q1 and up 56%from a year agoData Center revenue of$41.1 billion,up 5%from Q1 and up 56%from a year agoBlackwell Data Center revenue grew 17%sequentiallyNVIDIA(NASDAQ:NVDA)today reported revenue for the

2、second quarter ended July 27,2025,of$46.7 billion,up 6%fromthe previous quarter and up 56%from a year ago.NVIDIAs Blackwell Data Center revenue grew 17%sequentially.There were no H20 sales to China-based customers in the second quarter.NVIDIA benefited from a$180 million release ofpreviously reserve

3、d H20 inventory,from approximately$650 million in unrestricted H20 sales to a customer outside of China.For the quarter,GAAP and non-GAAP gross margins were 72.4%and 72.7%,respectively.Excluding the$180 millionrelease,non-GAAP gross margin for the quarter would have been 72.3%.For the quarter,GAAP a

4、nd non-GAAP earnings per diluted share were$1.08 and$1.05,respectively.Excluding the$180million release and related tax impact,non-GAAP diluted earnings per share for the quarter would have been$1.04.“Blackwell is the AI platform the world has been waiting for,delivering an exceptional generational

5、leap production ofBlackwell Ultra is ramping at full speed,and demand is extraordinary,”said Jensen Huang,founder and CEO of NVIDIA.“NVIDIA NVLink rack-scale computing is revolutionary,arriving just in time as reasoning AI models drive orders-of-magnitude increases in training and inference performa

6、nce.The AI race is on,and Blackwell is the platform at its center.”During the first half of fiscal 2026,NVIDIA returned$24.3 billion to shareholders in the form of shares repurchased and cashdividends.As of the end of the second quarter,the company had$14.7 billion remaining under its share repurcha