Nvidia's financial result is out.

Its Data Center business now accounts for roughly 92.5% of its total revenue, generating $89B of the company's $96.2B Q2 revenue.

Quarterly revenue up 106% YoY, gross margin at 75%.

About 55% of Data Center revenue now comes from hyperscalers. Q3 guidance is $108B with zero China Data Center compute revenue assumed.

It also disclosed $99B in equity investments (roughly $47.7B in public-company holdings, $47.9B in private companies, plus $3.3B in infrastructure-financier stakes.). The private portfolio alone more than doubled in six months, from $22.3B to $47.9B,

Another $25B committed, and $20B of long-term data-center leases it plans to reassign.

Separately, Nvidia has a conditional guarantee capped at $105B on OpenAI's Ohio data-center leases if OpenAI defaults or stops paying.

Seperately, according to The Information, Nvidia says roughly 25% of its revenue next year will be tied to AI labs that it is financially supporting through investments and other financing arrangements.