Know What You Are Investing

NVIDIA Q2 2026 Earnings Recap | AI Boom Meets Geopolitical Risks


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NVIDIA’s Q2 FY2026 results are in — and they shattered expectations. Revenue surged 56% YoY to $46.7 billion, fueled by explosive demand for Data Center platforms, Blackwell adoption, and the global AI build-out.


But challenges remain: U.S.–China export restrictions hit billions in H20 sales, margins dipped slightly, and regulatory risks could shape NVIDIA’s future.


In this episode of Know What You Are Investing:


  • 🚀 What drove NVIDIA’s record-breaking growth

  • 📊 Key trends in AI, Blackwell, and Sovereign AI

  • ⚠️ Risks from China, regulation, and competition



Stay tuned to decode the good, the bad, and what investors should watch next.

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Know What You Are InvestingBy Taweewut Waicharoen