Jensen Huang

Nvidia Reports Strong Q2, But ASICs Threaten Growth

Nvidia reported a strong fiscal Q2 2026 with $46.7 billion in revenue, driven by data center growth, but faces increasing competition from custom silicon providers like Broadcom and the expanding influence of hyperscalers building their own AI infrastructure.

Nvidia's AI Dominance Fuels Record Sales, But China Sales Remain a Hurdle

Nvidia reported a staggering 56% revenue increase in its latest quarter, driven largely by booming AI data center demand and the success of its Blackwell chip. However, continued restrictions on sales to China continue to pose a challenge.