Nvidia Quarterly Earnings

Nvidia Reports $96 Billion Quarter and Advances AWS Megadeal

Record revenue, a potential AWS game-changer, and a sold-out RTX Spark model: Nvidia dominates this week's AI news cycle – despite supply chain questions at one supplier.

Nvidia meldet 96-Milliarden-Dollar-Quartal und treibt AWS-Megadeal voran
KI-generiert (gpt-image-2)

Nvidia generated $96 billion in revenue in its latest reporting quarter, according to thestreet.com. At the same time, Intellectia AI describes the Q2 2026 results as record revenue and confirmation of Nvidia's dominance in AI chips. Meanwhile, a potential AWS GPU megadeal, an RTX Spark model that sold out before its official launch, and supply chain questions at one supplier are making for an eventful week for the company.

  • Nvidia generated $96 billion in revenue in the reporting quarter, according to thestreet.com.
  • According to Intellectia AI, the Q2 2026 results confirm Nvidia's continued dominance in AI chips.
  • An AWS GPU megadeal could be a potential "game changer" for Nvidia, according to simplywall.st.
  • Supplier Unimicron is under scrutiny over allegedly mislabeled China-made parts, according to Nikkei Asia.
  • Nvidia's RTX Spark has already sold out ahead of its official launch, according to GamesReviews.com.

How much revenue did Nvidia generate in its record quarter?

According to thestreet.com, Nvidia reached $96 billion in revenue in the reporting quarter – though the article's headline also points to a surprising constraint that emerged alongside it. Intellectia AI classifies the results as record revenue for Q2 2026 and sees it as further proof of Nvidia's continued leadership in the AI chip market.

What does the AWS GPU megadeal mean for Nvidia?

According to simplywall.st, the strong Q2 results combined with a GPU megadeal with AWS could become a "game changer" for Nvidia. Moomoo further reports that a Megaport bull views a pause in a Nvidia revenue-share arrangement positively – a sign that market observers remain optimistic about Nvidia's business trajectory despite isolated uncertainties. Bloomberg accordingly describes this week as particularly significant for Nvidia.

What's behind the sellout of Nvidia's RTX Spark?

According to GamesReviews.com, Nvidia's RTX Spark has already sold out ahead of its official launch. The same report notes that OpenAI simultaneously purchased tens of thousands of Mac Minis – a sign of the currently high demand for AI hardware across multiple platforms.

Why is Nvidia supplier Unimicron under scrutiny?

According to Nikkei Asia, Unimicron is being investigated over allegedly mislabeling components made in China. The case raises questions about transparency in Nvidia's supply chain, though the outcome of the investigation remains open, according to the report.

Beyond the quarterly results, Nvidia's partner network also continues to grow: according to Yahoo Finance, SWI has officially become an Nvidia Cloud Partner (NCP). Such partnerships aim to make Nvidia's AI infrastructure more widely available through cloud providers, adding to the signals from the record quarter and the AWS deal.

A Big Week for Nvidia, Burry and the Little Guy

Bloomberg.com

Sources

  1. Nvidia's $96 billion quarter revealed a surprising constraint · 2026-08-30
  2. Nvidia Q2 2026 Earnings Analysis: Record Revenue & AI Chip Dominance · 2026-08-31
  3. NVIDIA's Blockbuster Q2 and AWS GPU Megadeal Could Be A Game Changer For NVIDIA (NVDA) · 2026-08-31
  4. Megaport Bull Sees Nvidia Revenue-Share Pause as Positive -- Market Talk · 2026-08-31
  5. A Big Week for Nvidia, Burry and the Little Guy · 2026-08-31
  6. Nvidia supplier Unimicron probed over allegedly relabeling China-made parts · 2026-08-31
  7. OpenAI Buys Tens of Thousands of Mac Minis as Nvidia's RTX Spark Sells Out Pre-Launch · 2026-08-31
  8. SWI becomes an NVIDIA Cloud Partner (NCP) · 2026-08-31

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