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Nvidia's quarterly report will gauge the temperature of the AI craze
Nvidia's quarterly profit rose nearly 60% to $26.4 billion, with data center revenue up 56%, despite zero AI chip shipments to China due to trade restrictions.
- Nvidia reported Q2 2025 revenue of $46.74 billion, exceeding estimates, but shares fell due to data center revenue missing forecasts for a second consecutive quarter.
- CFO Colette Kress stated that Nvidia has not shipped any H20 chips to China this quarter, despite some customers getting licenses.
- Nvidia expects $3 to $4 trillion in AI infrastructure spending by 2030, which Kress describes as a significant long-term growth opportunity.
- The company projected $54 billion in Q3 revenue, excluding uncertain H20 sales to China.
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176 Articles
Business - Nvidia results show sustained AI boom, but China woes persist
US AI chipmaker Nvidia, the world's most valuable company, posted record $46 billion sales in the latest quarter, showing strong demand from clients like OpenAI, Microsoft, Amazon, Alphabet and Meta. However, the company's lack of shipments of chips to China is clouding the horizon. In this edition, we explain the geopolitics affecting Nvidia's business. Plus, FRANCE 24's Yuka Royer speaks to France's Minister for Foreign Trade Laurent Saint-Mar…
The American flea manufacturer for the AI has achieved record quarterly results. At the heart of the trade war between Washington and Beijing, the exports to China of some of its fleas remain uncertain.
Nvidia's quarterly figures on the market are much better than expected. Together with friendly requirements from Asia and the USA, this should give the DAX some tailwind.
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