- Nvidia posted $46.7B in Q2 revenue, up 56% YoY.
- AI-driven data center sales hit $41.1B, led by Blackwell GPUs.
- China restrictions remain a major uncertainty for future growth.
Nvidia, now the world’s most valuable company, posted another quarter of staggering growth, underscoring its central role in powering the artificial intelligence revolution. The chipmaker reported $46.7 billion in revenue for Q2, a 56% increase from the same period last year, with much of the momentum driven by AI-fueled demand for its data center business.
Data Centers and Blackwell Drive Growth
The company’s data center division contributed $41.1 billion in sales, fueled largely by demand for its advanced Blackwell GPUs. Those chips alone accounted for $27 billion in revenue, highlighting their dominance among AI companies training massive machine learning models. CEO Jensen Huang called Blackwell “the AI platform the world has been waiting for,” projecting that AI infrastructure spending could reach $3–4 trillion by decade’s end.
Nvidia also emphasized its role in powering OpenAI’s recently launched open-source gpt-oss models, citing performance benchmarks of 1.5 million tokens per second on a single Blackwell GB200 NVL72 system.
Soaring Profits Amid Regulatory Tensions
The company reported $26.4 billion in net income, a 59% year-over-year increase. Yet, Nvidia’s performance in China remains uncertain. Despite U.S. restrictions easing under President Trump’s export-tax arrangement, Nvidia reported no sales of its China-focused H20 chip within the country. CFO Colette Kress said shipments were delayed due to regulatory ambiguity, while Chinese authorities have discouraged domestic firms from using Nvidia hardware.
With tensions rising, Nvidia reportedly halted H20 chip production earlier this month. Still, demand elsewhere remains strong, and the company expects Q3 revenue of $54 billion, excluding any potential H20 shipments.
The Bigger Picture
Nvidia’s dominance underscores both the explosive growth of AI and the geopolitical complexities surrounding advanced chip sales. While its technology powers the future of artificial intelligence, its global reach is increasingly defined by U.S.–China tensions.
Also Read: Z.ai Launches Cheaper Open-Source GLM-4.5 AI Model to Compete with DeepSeek
Looking ahead, Nvidia’s ability to balance record-breaking demand with regulatory challenges may determine whether its meteoric rise continues through the decade.
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