Nvidia Surpasses Earnings Expectations Amid Mixed Sales and Market Reactions

TL;DR Summary
Nvidia's Q2 earnings slightly beat expectations with $46.74 billion in revenue, but shares fell 4% due to the absence of H20 chip sales to China amid ongoing trade restrictions. The company highlighted strong demand for AI infrastructure, especially for its upcoming Blackwell chips, and called for US regulatory approval to sell more advanced products to China. Despite geopolitical hurdles, Nvidia's datacenter revenue and margins are growing, and the company remains optimistic about future opportunities.
- Nvidia earnings beat Wall Street’s sky-high expectations, but the stock is falling because ‘there were no H20 sales to China-based customers’ Fortune
- Nvidia stock sinks after data center sales miss forecasts, CEO calls Blackwell demand 'extraordinary' Yahoo Finance
- Nvidia Earnings Show Sales Jump Amid Strong Demand for A.I. Chips The New York Times
- NVIDIA Announces Financial Results for Second Quarter Fiscal 2026 NVIDIA Newsroom
- What Nvidia’s earnings mean for the stock market and AI trade CNBC
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