- Will NVIDIA (NVDA) Q2 Data Center revenue be above $80B?100¢
- Will NVIDIA (NVDA) Q2 Data Center revenue be above $85B?100¢
- Will NVIDIA (NVDA) Q2 Data Center revenue be above $90B?0¢
- Will NVIDIA (NVDA) Q2 Data Center revenue be above $95B?0¢
- Will NVIDIA (NVDA) Q2 Data Center revenue be above $100B?0¢
This market will resolve to "Yes" if NVIDIA's Data Center revenue for the upcoming second fiscal quarter, as reported in its official company earnings materials, are above the listed amount. Otherwise, this market will resolve to "No". The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered. If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No". If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No". If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market. The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used. Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
NVIDIA's data center revenue hit a record $89 billion in the quarter ended July 26, 2026, driven by accelerating adoption of its Blackwell Ultra platform across hyperscalers and AI cloud providers. Strong sequential growth of 18% and year-over-year gains of 117% reflect continued capital spending on large language model training and inference infrastructure, with the segment now accounting for 92% of total company revenue. Competitive dynamics remain favorable as NVIDIA maintains roughly 75-80% share of the AI accelerator market amid slower ramps from AMD and Intel. Guidance for the current quarter at $108 billion excludes any China data center compute sales, highlighting supply chain and regulatory considerations. Traders are closely watching Blackwell production ramp details and hyperscaler capex trends for resolution signals on the revenue threshold.