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Deep & Emerging Tech·August 26, 2026·1 min read

Nvidia reports Q2 revenue up 106% YoY to $96.2B, Data Center revenue up 117% to $89B, Edge Computing revenue up 27% to $7.2B, and net income up 126% to $59.7B

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Nvidia turning $96.2B in quarterly revenue and $59.7B in net income — with data center at $89B — confirms AI infra is now one of the most profitable businesses on the planet. For buyers, this margin profile means vendors have room to compete on ecosystem and software value, not just raw silicon scarcity.

Deep & Emerging Tech

Quote of the day by PsiQuantum CEO Jeremy O’Brien: 'If you think the goal is to get to the top of the Empire State Building, you build longer ladders' — a challenge to incremental hardware progress in quantum computing

PsiQuantum’s Empire State Building analogy is a shot at incrementalism—arguing today’s quantum hardware roadmaps may never reach commercially useful scale. For CTOs with “quantum-ready” projects on the slide, this is a reminder to separate marketing hedges from real timelines and keep most of your optimization work on classical and AI rails for now.