XNAS · Technology · Semiconductors
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
NVIDIA delivered a **blowout** Q2, with revenue of **$96.2B** and EPS of **$2.22**, both ahead of estimates, while gross margin held a rich **55.6%**. The SB Energy campus deal underscores its infrastructure moat beyond GPUs, keeping its AI leadership exceptionally strong.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-26 | Q2 2027 | 2.09 | 2.22 | +6.22% | $96.22B | ✅ Beat | +4.71% | — | — |
| 2026-05-20 | Q1 2027 | 1.76 | 1.87 | +6.25% | $81.61B | ✅ Beat | -1.26% | -4.86% | -5.72% |
| 2026-02-25 |
| Q4 2026 |
| 1.50 |
| 1.62 |
| +8.00% |
| $68.13B |
| ✅ Beat |
| +0.18% |
| -6.40% |
| -14.34% |
| 2025-11-19 | Q3 2026 | 1.22 | 1.30 | +6.56% | $57.01B | ✅ Beat | — | — | — |
| 2025-08-27 | Q2 2026 | 0.98 | 1.04 | +6.12% | $46.74B | ✅ Beat | -3.14% | -6.05% | -1.88% |
| 2025-05-28 | Q1 2026 | 0.75 | 0.96 | +28.00% | $44.06B | ✅ Beat | +3.25% | +5.27% | +17.02% |
| 2025-02-26 | Q4 2025 | 0.84 | 0.89 | +5.95% | $39.33B | ✅ Beat | — | — | — |
| 2024-11-20 | Q3 2025 | 0.75 | 0.81 | +8.00% | $35.08B | ✅ Beat | — | — | — |
Showing last 8 quarters.