Nvidia Stock (NVDA) Poised for Q2 Earnings Amid AI Chip Demand Surge

Nvidia's Q2 FY26 earnings report, due August 27, arrives as the stock rides a 30% year-to-date rally fueled by insatiable demand for AI accelerators. The Blackwell GPU lineup has become the backbone of hyperscale data centers, with analysts projecting $46 billion in revenue—a 53% annual leap.

Trade restrictions have done little to dampen momentum. Customized chips for the Chinese market demonstrate Nvidia's agility in navigating geopolitical constraints. Wall Street anticipates 13% upside potential, with earnings per share expected to jump 47% to $1.00.

All eyes will be on guidance surrounding data center expansion timelines and supply chain capacity. The real story lies beneath the headline numbers: Nvidia's GPUs are becoming the de facto infrastructure LAYER for the AI economy.