Nvidia is facing a mix of growing demand from US customers and weaker business in China. The company has agreed to invest $3 billion in Meta’s equity offering, and Meta plans to deploy more Vera Rubin systems, Vera CPUs, Spectrum-X networking and BlueField-4 technology. Oracle has also widened access to Vera Rubin NVL72 systems on its cloud, with more Rubin capacity planned. In China, Nvidia’s AI chip shipments reportedly fell 44% in the first half of 2026 as Huawei gained ground and export rules complicated deliveries. Anthropic’s IPO filing showed it uses chips from several suppliers, a trend that could weaken Nvidia’s pricing power over time. Nvidia reported second-quarter revenue of $96.22 billion, up 105.9% from a year earlier, and has approved a $150 billion share buyback.

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