Nvidia Earnings: CEO Jensen Huang on Data Centers, Trump and China’s Future
As the AI and semiconductor industries are shaping the world today, Nvidia earnings are great news for every investor and tech lover. Nvidia (NVDA) announced its second quarter fiscal 2026 results that exceeded Wall Street’s expectations. But the story doesn’t end there, as CEO Jensen Huang discussed big topics like data centers, President Trump’s AI plans, China’s market and the gaming industry in an exclusive interview. All of this together makes Nvidia’s journey even more exciting.
Nvidia Earnings and Data Center Growth
Nvidia’s Q2 2026 results make it clear that the company’s growth is unstoppable. Revenue reached $46.7 billion, up 6% from the last quarter and 56% from a year ago. Most interestingly, Blackwell Data Center revenue rose 17% sequentially, reflecting the level of demand. Huang said data center demand is “incredible” and their NVLink rack-scale computing systems are opening a new era for AI workloads.
The company expanded its GAAP gross margin by 72.4% and reported diluted EPS of $1.08, a strong signal to the market. These results are not just numbers, but proof that Nvidia is at the center of the AI revolution.
Nvidia CEO’s talk on Trump and AI race
During the interview, Huang raised an important angle – President Trump’s AI focus. Trump wants America to become the world leader in the AI race, and for this companies like Nvidia will have to play a key role. Huang clarified that he has not yet had any specific talks with Trump on an Intel-style deal, but he acknowledged that it is important for the US to become a leader in AI. This is also a confidence booster for investors, because government support can create even more opportunities for Nvidia.
China Market and Nvidia Earnings Outlook
China is a big question mark for Nvidia. The company did not sell any H20 chips to China in Q2, but released $180 million worth of inventory that went to a specific non-China customer. Huang said China sales would be a “bonus,” but core growth is dependent on US and European demand. This clearly shows that Nvidia is diversifying its focus and maintaining momentum despite geopolitics.
The company projects revenue of around $54 billion in its Q3 2026 outlook, which could again be a record-breaking quarter. Gross margins are expected to be in the mid-70% range, showcasing a solid profitability base.
Gaming, Nintendo Switch 2 and AI Future
Nvidia is not just limited to data centers, the gaming and AI PC segments are also strong pillars for the company. Gaming revenue reached $4.3 billion in Q2, which is 49% year-on-year growth. The company launched its new GeForce RTX 5060 which became the fastest-ramping x60 GPU.
Huang also highlighted Nvidia’s role for Nintendo Switch 2 in the interview, which is a big cheer for gamers. Additionally, technologies like DLSS 4 have kept Nvidia at the top of gaming innovation. This combination once again proves that Nvidia’s strength is not just in enterprise-level AI, but also in consumer entertainment and gaming experiences.
Bumper Rewards for Shareholders
Nvidia did not disappoint its investors either. The company returned $24.3 billion to shareholders in the first half fiscal 2026 through share repurchases and dividends. Now the company has approved an addition of $60 billion to its repurchase program, which makes the stock more attractive in the future. The company will also distribute its next dividend on October 2. These steps show that Nvidia is equally committed to its long-term investors.
Global Partnerships and Innovation
Nvidia’s strength is not just limited to its products, but its collaborations are accelerating AI on a global scale. Blackwell is building AI infrastructure in Europe that will create an industrial AI cloud, and work is underway on advanced AI supercomputers in Germany, the UK and Japan. From healthcare to robotics, Nvidia’s innovations are driving breakthroughs in every sector.
All these developments prove one thing – the AI race has just begun, and Nvidia earnings tell a powerful story standing at the center of this race.
Conclusion
Today’s results and Huang’s interview send a clear message: Nvidia is not just a chipmaker, but the leader of the AI and technology revolution. From data centers to gaming, from the US government to the Chinese market, and from shareholders to global partnerships, every angle gives Nvidia an unmatched position. For investors, this is a bullish sign and for tech lovers, it is a glimpse of the future that will be shaped by Nvidia’s innovations.
Disclaimer:
This article is written for informational purposes only. This is not financial advice. Before taking any kind of investment decision, be sure to consult your financial advisor.
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