Nvidia Surpasses Earnings Expectations Despite Supply Constraints

Nvidia's Q2 fiscal year earnings have surpassed expectations, with revenue reaching $96.2 billion, up 106% year-over-year.

This growth is largely driven by data center revenue, which has increased to $89 billion and accounts for approximately 93% of total quarterly revenue.

Nvidia's management guided Q3 fiscal year revenue to $108 billion but warned that it will be supply-constrained, with actual demand exceeding available capacity.