Nvidia guided to $91 billion in revenue. Will data center sales top $80 billion when it reports Aug 26?
85% of users predicted YES — the community got this one right. 20 predictions cast.
Nvidia reported data center segment revenue of $89.0 billion for the fiscal second quarter ended July 27, 2026, well above the $80 billion threshold in this question and ahead of Wall Street's roughly $85.8 billion estimate. The figure was up 117% from a year earlier and represented about 92% of Nvidia's total revenue. The beat was driven by continued ramp of Blackwell Ultra AI accelerators, with hyperscale cloud providers contributing roughly $48.7 billion and Nvidia's sovereign, enterprise and cloud customers contributing about $40.3 billion. Chief Executive Jensen Huang said on the earnings call that AI infrastructure demand was accelerating, and the company forecast total revenue of $108 billion for the following quarter, again above analyst expectations. The result extended a multi-quarter streak of data center revenue beating consensus estimates, underscoring sustained enterprise and cloud spending on AI training and inference hardware even as questions persisted about the durability of the broader AI capital-spending cycle. The market's 85% pre-earnings YES probability on this question proved correct, consistent with the segment's recent pattern of exceeding both guidance and Street forecasts.