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NVIDIA's data center business ACIE (AI Cloud, Industrial, and Enterprise) revenue surged by 138%, with growth exceeding that of hyperscale customers.
Yahoo Finance reported that NVIDIA, to address investor concerns about customer concentration, for the first time in its Q1 earnings report, split data center revenue into "hyperscale customers" and "ACIE." In the subsequent quarter, ACIE revenue surged by 138%, outpacing the growth of hyperscale customers. CEO Jensen Huang stated that hyperscale customers are the "easiest to get to market," while the broader industry, with 250,000 companies, represents NVIDIA's long-term target market. Insider Monkey data shows that 285 hedge funds held NVIDIA stock in Q2 2026, with a total value of $94.67 billion, an increase from 275 in Q1.
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Asian markets broadly fell: The Hang Seng Index dropped 3.03% to a four-month low, and the Hang Seng Tech Index fell 5%; Brent crude rose 3.2% to $112.27, due to AI concerns and heightened tensions in the Strait of Hormuz.
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