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On August 27, NVIDIA founder and CEO Jensen Huang stated, "Artificial intelligence has reached a turning point. It is having a real impact. Its tokens are both efficient and profitable. Today, computing equals revenue, and demand is accelerating. A year ago, there was only one lab pushing for infrastructure development; now, we are in a golden age of flourishing AI labs and startups, with multiple cutting-edge labs expanding in parallel, a thriving open model ecosystem, and physical AI being rolled out—showing strong growth momentum across the U.S. and globally. The construction of AI infrastructure is advancing at full speed. Vera Rubin is now fully operational, built to meet the demands of this era."

On August 27, NVIDIA founder and CEO Jensen Huang stated, "Artificial intelligence has reached a turning point. It is making a real impact. Its tokens are both efficient and profitable. Today, computing equals revenue, and demand is accelerating. A year ago, there was only one lab pushing for infrastructure development; now, we are in a golden age of flourishing AI labs and startups, with multiple cutting-edge labs expanding in parallel, a thriving open model ecosystem, and physical AI coming online—showing strong momentum both in the U.S. and globally. AI infrastructure development is advancing at full speed. Vera Rubin is now fully operational, built to meet the demands of this era."

On August 27, NVIDIA reported Q2 revenue of $96.2 billion, a 106% year-over-year increase, surpassing market estimates of $92.38 billion. The adjusted earnings per share for Q2 were $2.22, up 120% year-over-year. Data center revenue for Q2 reached $89 billion, exceeding the market estimate of $85.86 billion. Revenue from large-scale customers was $48.71 billion, compared to the expected $43.55 billion. AI cloud, industrial, and enterprise revenue for Q2 was $40.31 billion, slightly below the forecast of $41.96 billion. Computing and networking revenue was $88.3 billion, above the estimate of $84.69 billion. Free cash flow for Q2 was $21.34 billion. NVIDIA anticipates Q3 revenue to be between $105.84 billion and $110.16 billion, while the market estimate is $105.15 billion. The company expects adjusted operating expenses for Q3 to be around $9 billion, with analysts predicting $8.97 billion. Adjusted operating costs are also expected to be approximately $9 billion, with an estimate of $8.97 billion. The adjusted gross margin for Q3 is projected to be between 73.5% and 74.5%.