Nvidia Forecasts $91 Billion Q2 Revenue, Up From $65 Billion Two Quarters Ago

On May 20, 2026, Nvidia forecast Q2 revenue of $91 billion, beating Wall Street estimates. Two quarters earlier, it guided $65 billion. Few companies this size sustain that sequential growth. The driver: compounding capital spending by hyperscalers — the massive cloud providers whose infrastructure investments flow straight to Nvidia's top line.