NVIDIA delivered a blockbuster second-quarter performance, posting record revenue of $96.2 billion—a striking 106% surge compared to the same period last year and an 18% sequential gain.

The company's data center division emerged as the primary growth engine, setting a new all-time high with $89 billion in revenue. This represents a remarkable 117% year-over-year jump and an 18% increase from the previous quarter, fueled by the accelerating rollout of Blackwell Ultra infrastructure.

Within the data center segment, hyperscale revenue more than doubled from a year ago while climbing 13% sequentially. Meanwhile, ACIE revenue skyrocketed 138% year-over-year and advanced 25% quarter-over-quarter, driven by robust demand from AI-native enterprises, corporate clients, sovereign customers, and hyperscalers leveraging AI cloud platforms.

The edge computing business contributed $7.2 billion in revenue, up 27% from last year and 13% sequentially. This growth was underpinned by robust Blackwell workstation sales, though it was partially offset by softer consumer PC demand stemming from higher memory and system component prices.