Nvidia reports $96.2 billion in quarterly revenue

For the quarter ended July 26, revenue was $96.2 billion, up 18% sequentially and 106% year on year. Net income was $59.7 billion. Data center revenue reached $89.0 billion, up 117%, on the Blackwell Ultra ramp.

Nvidia guides to $108 billion, plus or minus 2%. Huang: "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue."