NVIDIA (NVDA) Q2 FY26 earnings call

NVIDIA delivered record Q2 FY26 results, driven by strong demand for its Blackwell platform and full-stack AI solutions across cloud, enterprise, and sovereign AI initiatives. The company is accelerating investments to capitalize on the immense AI infrastructure opportunity, which is projected to reach $3 trillion to $4 trillion by the end of the decade. Geopolitical issues continue to impact H20 shipments to China, leading to its exclusion from the Q3 outlook, though management is advocating for broader market access for its advanced architectures.