Nvidia, the most valuable company in the world, said another quarter of the steady sales increase in its profit statement on Wednesday, with revenue of $ 46.7 billion, a $ 56% increase compared to the same period last year. This increase was largely powered by the Data Center dominated by AI, which reported 56% annually an increase in revenue.
Nvidia also saw that its net income is growing significantly since last year. The company reported net income of $ 26.4 billion in the second quarter, 59% spike from the same period last year.
Overall, the company brought $ 41.1 billion to revenue from the Sales of the Data Center in the quarter, suggesting that the demand of AI companies for peak GPUs continues to grow. The company’s most advanced generation of chips, Blackwell, represented $ 27 billion from these sales.
“Blackwell is the AI platform that people are waiting for,” CEO Jensen Huang said in a statement accompanying the release. “The AI race is turned on and Blackwell is the platform in its center.”
Huang said the company expects to see 3 to 4 trillion costs for AI infrastructure by the end of the decade. “$ 3 to 4 trillion is quite reasonable for the next five years,” he told an analyst.
The company made a special note of its role in the launch of Openai’s GPT-Russ models earlier this month, which included “1.5 million brands per second in a single Nvidia Blackwell GB200 NVL72” rack “.
The profits also gave a look at Nvidia’s ongoing fight to sell its chinese markets. The company did not mention sales of the H20 chip focusing on China to Chinese customers in the last quarter. Nvidia said the $ 650 million H20 chips had been sold to a customer outside China.
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The United States has long been limited to sales of advanced GPUs to Chinese customers – but the geopolitical situation has changed significantly under President Trump. The company now has the ability to sell chips in China if it pays 15% exhaust tax on US ministry an unconstitutional abuse of power.
When calling on the profits, the Nvidia Cfo Colette Kress made it clear that the lack of mission was the result of uncertainty around the regulation, which has not been officially codified in a federal regulation. “While a selected number of our China -based customers have been licensed in recent weeks,” Kress said, “we have not sent H20 devices based on these licenses.”
Still, the Chinese government has was formally discouraged The use of Nvidia chips by local businesses, leading the company to Reportedly of the H20 chip earlier this month.
Nvidia said it expects revenue of $ 54 billion in the third quarter. The company noted that its prospects for the third quarter, which could shift 2% in any direction, do not include any H20 mission to China.
