US Edition
Nvidia's $46.7 Billion Quarter Shows the AI Trade Is Alive and Well -- With Caveats
NVIDIA's AI-driven data center revenue surged 56% to $41.1 billion, contributing to a 59% net income increase to $26.4 billion in Q2 2025, with strong demand for Blackwell GPUs.
- Nvidia reported second-quarter revenue of $46.7 billion with a 56% year-over-year increase, driven mainly by data-center demand.
- This robust performance is driven by increasing demand for AI chips and reflects CEO Jensen Huang’s projection of a multi-trillion-dollar AI infrastructure market expanding over the next five years.
- Despite the robust results, Nvidia's stock fell over 3% in after-hours trading, reflecting investor concerns about valuation and potential growth deceleration.
- Analysts like Bill Stone and Mark Luschini consider Nvidia reasonably valued with a PEG ratio of 0.8, noting persistent demand exceeds supply in AI hardware.
- Nvidia's guidance of roughly $54 billion revenue for Q3 and contracts for its Blackwell AI platform suggest ongoing growth amid an early-stage international AI buildout.
25 Articles
25 Articles
East Bay Times
Nvidia’s hyper-growth keeps stock valuation out of bubble zone
(Bloomberg/Ryan Vlastelica, Carmen Reinicke and Subrat Patnaik) — For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying. While the chipmaker’s earnings this week weren’t the blowout Wall Street was hoping for, they did show that its sales are still climbing faster than those by the technology universe more broadly. Nvidia is expected to post revenue …
Nvidia's $46.7 Billion Quarter Shows the AI Trade Is Alive and Well -- With Caveats
Key PointsWhile earnings were up 56%, the company's data center revenue dropped 1% sequentially.Nvidia did not record any sales in China from its H20 chip.The company has a bright future with its Blackwell line of next-generation chips.10 stocks we like better than Nvidia › Investors are used to seeing Wall Street jump up and down every time Nvidia (NASDAQ: NVDA) reports its quarterly numbers. As demand for its graphics processing units (GPUs) c…
The demand for AI seems to remain unabated, as suggested by Nvidia's latest quarterly figures. Shares of additional heavyweights from the sector such as Amazon, Alphabet and Broadcom are growing significantly. Dow Jones and S&P-500 are climbing new record levels.
Nvidia Earnings Signal AI Boom’s Long-Term Surge
Nvidia’s second-quarter fiscal 2026 earnings report delivered a powerful affirmation that the artificial intelligence (AI) boom is far from fading, with the semiconductor giant breaking revenue records and signaling a prolonged period of expansive growth fueled by AI demand. Reporting revenue of $46.7 billion—an impressive 56 percent year-over-year increase and surpassing the previous quarter’s $44.1 billion record—Nvidia has demonstrated not …
NVIDIA Positions Itself as Backbone of $4 Trillion AI Gold Rush
NVIDIA is no longer just a chipmaker. Its latest earnings suggest it has become the world’s most critical supplier of infrastructure for AI. The company posted record quarterly revenue of $46.7 billion, up 56% from a year ago, driven by insatiable demand for its data centre products. Sales of its latest Blackwell and Blackwell Ultra GPUs are ramping at unprecedented speed, with NVIDIA now producing 1,000 AI racks a week. By 2030, NVIDIA expects …
Coverage Details
Bias Distribution
- 50% of the sources lean Left, 50% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium
