Nvidia Corp. delivered another mind-boggling quarter Wednesday. Total revenue reached $96 billion, up more than 100% year over year, with data center revenue at $89 billion and a third-quarter guide of $108 billion. More striking than the quarterly numbers was the guidance Chief Financial Officer Colette Kress dropped midway through the call: Fiscal 2028 revenue should grow roughly 70% — and that is a supply-constrained figure. Customer forecasts, she said, “point to our growth doubling next year.”

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Five thoughts on Nvidia’s quarter — and what it means for enterprise IT buyers

For the past two years, the generative artificial intelligence boom has largely been defined by a single market. Hyperscalers have dominated the market with massive capital spending. According to CreditSights, the five largest U.S. hyperscalers — Amazon Web Services Inc., Microsoft Corp., Google LLC, Meta Platforms Inc. and Oracle Corp. — are on pace to spend roughly $700 billion to $800 billion in capital expenditures this year, with about three-quarters of that spending tied directly to AI infrastructure.

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Democratizing the AI data center: How Cisco and Nvidia are bringing rack-scale power to the enterprise

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia is positioning Vera Rubin as a full-stack system designed to improve performance per watt and reduce token costs, with production ramping across a broad global partner base, including cloud and AI infrastructure providers.

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Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

Artificial intelligence played a prominent role at this week’s Bio International Convention in San Diego, the largest biotech event with vendors spanning the full ecosystem of companies in this industry. Today in a special address, Kimberly Powell (pictured), vice president and general manager of healthcare and life sciences at Nvidia Corp., made the case that agentic AI is about to do for biotech what it just did for software — and the company’s BioNeMo is the stack that turns generic large language models into working “AI scientists” that are both faster and cheaper to run.

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Nvidia bets on agentic AI to turbocharge biotech discovery

Nvidia Corp. and Google LLC used the search giant’s annual Cloud Next event to deepen their long-running partnership, creating a full-stack “artificial intelligence factory” that integrates Google’s AI Hypercomputer infrastructure with Nvidia’s latest solutions, including Blackwell, open models and agentic and physical AI tooling. With this announcement, Google expands its distribution of Nvidia’s accelerated computing stack, while customers gain a faster, lower-risk path from AI experimentation to large-scale deployment.

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From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack