Overview

• Nvidia posted $46.7 billion in fiscal Q2 2026 revenue, including $41.1 billion from data center customers.
• Nvidia generated nearly $43 billion in operating cash during the first half of FY2026, returned $24.3 billion to investors, and ended the period with about $57 billion in cash.
• Nvidia’s board expanded its share repurchase authorization by $60 billion after $14.7 billion remained at quarter‑end.
• Broadcom reported $7 billion of free cash flow in its most recent quarter as both companies return growing AI windfalls to shareholders.
• Bain projects the AI hardware and software market to grow 40%–55% annually to $780 billion–$990 billion by 2027, supporting multi‑year demand for compute.