Nvidia's CFO says half of data center sales now come from outside major cloud providers
Nvidia reported fiscal Q2 revenue of $96.2 billion, up 106% year over year, with data center revenue reaching $89 billion. CFO Colette Kress said non-hyperscaler customers, including sovereign AI programs and regional cloud providers, now account for roughly half of data center business. The company issued Q3 guidance above analyst expectations.
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