Nvidia CEO Jensen Huang Washington DC, US, attends the “AI Race” summit on July 23, 2025.
Kent Nishimura | Roots
Nvidia On Wednesday, information about better-and-from earnings and revenue reported, and said that the increase in sales in this quarter would be above 50%, indicating Wall Street that no indication of disappearance of artificial infrastructure.
About 35% of stock, extended trading slipped in 2024 after almost tripling because the data center was less than estimates for the second straight period.
Here is described how the company did compared to the estimates of analysts voted by LSEG:
- earnings per share: $ 1.05 adjusted vs. $ 1.01 approximate
- Income: $ 46.74 billion versus $ 46.06 billion estimated
Nvidia Said This hopes that the revenue will be $ 54 billion, plus or minus 2%in this quarter, although this number does not consider any H20 shipment for China. According to LSEG, analysts expected a revenue of $ 53.1 billion.
The company’s results of the company’s 2026 second quarters confirmed that Nvidia’s data center business was included in the Global AI Buildout. The NVIDIA Finance, the head of Finance, told analysts on an earnings that the company expects the AI infrastructure expenses between $ 3 and $ 4 trillions by the end of the decade.
Nvidia said that overall the company’s revenue rose 56% in the quarter by $ 30.04 billion a year ago. Year by year, revenue has now been exceeding 50% for nine quarters, which is back in mid-2012, when the results of NVidia began to show the generic AI Boom. However, the second quarter marked the slowest period of development during that stretch of Nvidia.
During the quarter, after the meeting of CEO Jensen Huang President Donald TrumpNVIDIA indicated that it was expected to obtain an American license to send the H20 chip to China. The processor, which was designed to sell China, Cost NVIDIA could have been added to $ 4.5 billion in Rtidown and $ 8 billion in the second quarter sales, if it was commercially available during the period, the company said earlier.
NVIDIA said that it did not sell any H20 chips to China during the quarter, BU benefited from a customer outside China from the release of a $ 180 million of H20 inventory. Cress said that Nvidia may ship between $ 2 billion and $ 5 billion in H20 revenue during this quarter if the geopolitical environment permits.
Pure income increased by 59% to $ 26.42 billion, or $ 1.05 per share, $ 16.6 billion, or 67 cents per share, over the year-first period.
The growth of NVIDIA is powered by its data center business, which is centered around the graphics processor, or GPU, and for a large amount of complementary products to add and use them. Revenue in the division rose 56% from the year-old period to $ 41.1 billion, lower than an estimate of $ 41.34 billion in the quarter.
Cress said in a statement that the $ 33.8 billion NVidia data center was sold for “calculations,” or NVDI’s GPU chips, which fell by 1% from the first quarter due to a lower of $ 4.0 billion in H20 sales. Cress said that the $ 7.3 billion data center was sold from the networking parts required for the construction of more complex systems of NVidia, which was almost twice the year-old period.
Large cloud provider makes about half of NVIDIA’s data center business, the company said in the last quarter. Those customers are currently buying the company’s latest generation Blackwell chips.
Nvidia said Blackwell sales increased by 17% from the first quarter. In May, Nvidia stated that its new product line reached $ 27 billion in sales, about 70% of data centers accounting for revenue.
NVIDIA earnings report comes a few weeks after the company’s biggest customers, including Meta, Alphabet, Microsoft And HeroicAnnounced the result. All of all of those companies are spending a quarter billions of dollars in the construction of infrastructure as all. Race To develop AI models and services used by consumers and businesses.
Nvidia’s gaming division reported $ 4.3 billion in sales, which was 49% of the year-old period. The Division was the eldest of Nvidia before the sale of AI Boom Supercharged Data Center. NVIDIA stated during this quarter that its GPU for gaming will be tuned to run some Openai models on individual computers.
The company’s robotics division, which has been exposed by the management as one Opportunity to growNvidia remains a small part of the business, represents an increase of 69% on an annual basis, with $ 586 million in sales during the quarter.
NVIDIA said that its board has approved an additional $ 60 billion in shares Punarid without any expiration date. NVIDIA renovated $ 9.7 billion in its stock during the quarter.
