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Nvidia CFO: About Half of Data Center Revenue Comes From Non-Hyperscalers

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Nvidia reported fiscal second-quarter revenue of $96.2B, up 106% year over year, and non-GAAP EPS of $2.22. Data Center revenue rose to $89.0B (+117%). CEO Jensen Huang said demand is accelerating, with hyperscalers still a major driver but non-hyperscaler AICE customers accounting for roughly half of data-center business. About 20-plus companies, including Cursor, Figma and Together AI, now exceed $1B annualized run-rate revenue.

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