By Unknown
Publication Date: 2026-09-23 12:24:00
Key Points
Nvidia reported 106% revenue growth in its latest quarter and an upbeat forecast.
The company’s receivables on its balance sheet have grown substantially since January.
Nvidia is offering financing terms to certain customers, and this is worth watching.
Nvidia(NASDAQ:NVDA) recently reported $96.2 billion in revenue for the fiscal second quarter, which was 106% more than in the same period last year. The company also produced a 75% gross margin, and management told investors to expect roughly 70% revenue growth in the next fiscal year.
By most numbers, Nvidia reported a stellar quarter. However, a closer look at the company’s balance sheet shows that Nvidia’s total assets jumped by more than 50% over the past six months. Here’s why that matters, and what I’ll be watching closely over the next few quarters of Nvidia’s AI-driven growth.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
Image source: Getty Images.
Nvidia’s spectacular quarter, with one caveat
It’s difficult to overstate how strong Nvidia’s fiscal second quarter was. Revenue and earnings both handily beat expectations, and Nvidia guided to a jaw-dropping $108 billion in revenue for the current quarter, representing 17% sequential growth.
As mentioned earlier, Nvidia’s total assets grew rapidly. A big…
