Need to know
- Nvidia reports record Q2 FY26 on Aug 27, 2025: $46B revenue, $26B profit.
- Company guides next quarter to $54B revenue, signaling continued AI demand.
- Nvidia says RTX 5060 is its fastest‑ramping x60‑class GPU.
- Investor resources posted: CFO commentary and Q2 FY26 webcast available.
Why Nvidia’s $46B quarter shifts the AI chip race in 2025
A record $46B quarter — and guidance to $54B — suggests AI infrastructure demand is still compounding, not plateauing. That scale makes it harder for rivals to catch up on performance, supply, and software ecosystems. It also reinforces Nvidia’s leverage with hyperscalers budgeting for 2025–2026 buildouts. The headline profit — $26B — signals enviable margins that can be recycled into faster product ramps and software lock‑in. Bottom line: this isn’t a blip; it’s a flywheel.
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Two signals dominate: outsized top‑line growth and aggressive near‑term guidance. The quarter’s $46B revenue stands above last quarter’s published figure and arrives alongside a bullish $54B outlook — a rare combo of beat‑and‑raise strength. On gaming, Nvidia touts RTX 5060 as its fastest‑ramping x60 card, indicating mainstream uptake even amid reviewer controversies earlier this year. Together, they point to a diversified engine led by AI, with consumer demand still contributing momentum.
The numbers that change the game
| Indicator | Value | Period | Change/Impact |
|---|---|---|---|
| Total revenue | $46B | Q2 FY26 | Record quarter; momentum intact |
| Net income (profit) | $26B | Q2 FY26 | Another record; strong margins |
| Next‑quarter guidance | $54B revenue | Q3 FY26 (guidance) | Signals accelerating AI demand |
| RTX 5060 ramp | Fastest x60‑class | Q2 FY26 (company) | Mainstream GPU uptake despite controversy |
Summary: Record results plus raised guidance underscore Nvidia’s widening lead.
Critics vs. results: RTX 5060 uproar meets record quarters
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Nvidia faced heavy criticism over the RTX 5060 review rollout, with outlets warning of precedent‑setting pressure on reviewers. Yet the company told investors the 5060 “quickly became” its fastest‑ramping x60-class GPU. The clash is stark: reputational questions on one side, sales velocity on the other. For buyers, the takeaway is practical — supply appears robust. For Nvidia, the question is whether sustained execution and guidance can keep outpacing trust concerns in enthusiast circles.
Why 2026 guidance could reset rivals’ roadmaps and prices fast
With $54B guided for next quarter and record profits, Nvidia can fund faster product cadences, richer software stacks, and broader partner programs into 2026. That forces competitors to rethink launch timing, price‑performance targets, and cloud partnerships. If hyperscaler commitments remain firm, expect tighter component channels and more aggressive pricing elsewhere — especially as incumbents race to defend share in AI training and inference.
What gamers and builders should do as RTX 5060 supply ramps
If you’ve waited on a midrange GPU, the RTX 5060 ramp suggests improving availability and potentially steadier pricing. Watch retailer inventory cycles and board‑partner promos as supply normalizes. For creators and small labs, track cloud GPU rates versus on‑prem builds; Nvidia’s pace could influence spot prices and availability as we move into late 2025. Prioritize total platform support — drivers, encoders, and AI tooling — not just raw TFLOPS.
Sources
- https://www.theverge.com/news/767142/nvidia-seems-unstoppable
- https://investor.nvidia.com/financial-info/financial-reports/default.aspx
- https://www.theverge.com/news/767175/nvidias-attempt-to-suppress-rtx-5060-reviews-appears-to-have-been-a-success
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Jessica Morrison is a seasoned entertainment writer with over a decade of experience covering television, film, and pop culture. After earning a degree in journalism from New York University, she worked as a freelance writer for various entertainment magazines before joining red94.net. Her expertise lies in analyzing television series, from groundbreaking dramas to light-hearted comedies, and she often provides in-depth reviews and industry insights. Outside of writing, Jessica is an avid film buff and enjoys discovering new indie movies at local festivals.