CEO Jensen Huang confirmed that the company's new Vera Rubin platform, designed to power the next generation of artificial intelligence, has entered full production and is being deployed by major cloud service providers.
The financial results underscore a massive shift in the technology sector where AI infrastructure has become a primary driver of corporate revenue.
Nvidia’s growth is fueled by a diversifying market that now includes a "golden age" of new AI startups, frontier labs, and "physical AI"—referring to technology that interacts with the real world, such as robotics and autonomous vehicles.
To support this scale, the company has partnered with major financial institutions like BlackRock and Goldman Sachs to mobilize over $500 billion in capital for future AI data center buildouts.
Looking ahead, Nvidia expects third-quarter revenue to reach approximately $108 billion, though this outlook excludes any anticipated data center sales to China.
The company is expanding its reach into "agentic AI," which involves autonomous software agents capable of executing complex tasks, through new hardware like the Vera CPU and software toolkits for industries such as the life sciences.
Additionally, Nvidia is broadening its infrastructure footprint through a national AI push in Korea and the launch of the world's first national AI infrastructure in Japan.