Overview

• Revenue rose 56% to $46.7 billion and adjusted EPS hit $1.05, both topping consensus.
• Data-center sales reached a record $41.1 billion, narrowly below some forecasts, with roughly half from large cloud providers.
• Nvidia guided fiscal Q3 revenue to about $54 billion (±2%) and assumed no H20 shipments to China.
• Executives said $2 billion to $5 billion of H20 sales could materialize this quarter if licenses are granted and geopolitical hurdles clear.
• The board approved an additional $60 billion in share buybacks as the stock fell about 2%–3% after-hours on China uncertainty and growth-tempo concerns, including a reported 15% U.S. revenue share tied to China chip exports.