Back
MarketsPrimary
Nvidia's Data Center segment generated $89.0 billion in revenue in its fiscal second quarter ended July 26, 2026, up 117% from a year earlier and now 92% of total company revenue $89.0 billion
Verified 2026-08-27
THE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — every fact traced to the filing it came from. Free.
Free forever. Six emails a week — The Daily Receipts on weekdays, The Weekly Brief on Saturday — drop either in one click.
Read this morning's edition →Nvidia’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Markets
- Applied Materials sells the deposition, etch and inspection machines chipmakers must install before a single AI chip exists, so its results run a step ahead of the chip cycle. Its third fiscal quarter, ended 26 July 2026, was the biggest in the company's history: Applied Materials booked a record $9.12bn of revenue, up 25% year over year
- Astera Labs makes the connectivity chips that link AI accelerators inside data-centre racks, and demand pushed its revenue for the quarter ended 30 June 2026 up 104% year-on-year to $392.4 million
- Cadence Design Systems, whose software chipmakers use to design AI accelerators, reported $1.584 billion of revenue in its second quarter of 2026, up 24.2% from $1.275 billion a year earlier, with quarter-end backlog reaching a record $8.1 billion as CEO Anirudh Devgan cited accelerating demand for AI-driven design tools Cadence's Q2 2026 revenue: $1.584 billion, up 24.2% year-over-year