Nvidia's Q2 Earnings Call: AI Demand Fuels Record-Breaking Results
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On Thu, 29 Aug, 12:01 AM UTC
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Live Coverage: Market on Edge as Nvidia Prepares to Reveal Earnings
Nvidia, the world's dominant AI chipmaker, worth a staggering $3 trillion, reports its second quarter results on Wednesday after market close -- and just about everyone will be paying attention. Options traders are betting that Nvidia's shares could swing as much as 10% in either direction on the results, and given that Nvidia represents 6.7% of the S&P 500, the company's results are likely to ripple throughout the market. Analysts expect the chipmaker do deliver Q2 revenue of $28.9 billion, according to Bloomberg, roughly double the revenue the company reported at this time last year, with earnings per share of 65 cents. Nvidia CEO and founder Jensen Huang's comments about the state of the AI market, the demand for AI chips, and the progress in bringing the company's next-generation Blackwell chip to market will be just as important. Fortune will be covering Nvidia's results live as they cross the wire. So refresh this page once the market closes today for all the latest. Read also: What Nvidia's much-anticipated earnings will tell us about the AI industry's prospects overall
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Nvidia earnings live updates: Chipmaker's results the next big catalyst for AI stocks, report and call coming after market close
This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. Past quarters have earned Nvidia a reputation for estimate-beating earnings, as the tech industry has embraced its hardware as the bread-and-butter of the AI buildout. Yet, in recent months, Wall Street has begun to wonder how long the AI hype can last. Nvidia's demand and sales metrics will offer a meaningful clue -- any pullback could be a worrying sign for tech-focused investors. Supply-side concerns have also mounted around Nvidia's much-awaited Blackwell AI chip, given reports that it's been delayed. Here is what Wall Street is saying ahead of Nvidia's earnings, which will be published after the closing bell.
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Nvidia Earnings Live Coverage: AI Chipmaker Under Pressure to Keep Delivering Blockbuster Results
Stephen Wisnefski is the Executive Editor of News at Investopedia. He has more than two decades of experience as a journalist and newsroom leader, including 25 years at Dow Jones and The Wall Street Journal. Welcome to our live coverage of Nvidia's (NVDA) eagerly anticipated quarterly results. The artificial intelligence chipmaker at the heart of the AI revolution has blown away market expectations in recent quarters, and investors are looking for more of the same Wednesday. The results will be delivered shortly after the stock market closes Wednesday. CEO Jensen Huang and other executives will speak on a conference call at 5:00 p.m. ET. Stay tuned here for the details from the earnings report, the conference call and the market reaction to what is widely regarded as the most important earnings release of the quarter.
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Nvidia reports unprecedented Q2 earnings, driven by soaring AI chip demand. The company's stock surges as it exceeds expectations and provides optimistic future guidance.
Record-Breaking Q2 Results
Nvidia, the leading AI chip manufacturer, has reported extraordinary Q2 earnings for fiscal year 2025, shattering Wall Street expectations. The company's revenue skyrocketed to $13.51 billion, marking a staggering 101% increase from the previous year and a 88% jump from the last quarter 1. This phenomenal growth is primarily attributed to the surging demand for AI chips, particularly in data centers.
AI-Driven Revenue Surge
The data center segment, which includes AI chips, emerged as the star performer, generating a record $10.32 billion in revenue. This represents a 141% year-over-year increase and accounts for 76% of Nvidia's total revenue 2. The company's CEO, Jensen Huang, emphasized that the AI revolution is in full swing, with businesses worldwide adopting Nvidia's platforms for their AI infrastructure.
Stock Performance and Market Reaction
Following the earnings announcement, Nvidia's stock price surged by over 6% in after-hours trading, adding to its already impressive 220% gain year-to-date 3. The company's market capitalization now exceeds $1 trillion, solidifying its position as one of the most valuable companies globally.
Future Outlook and Guidance
Nvidia provided an optimistic outlook for the upcoming quarter, projecting revenue of approximately $16 billion, which surpasses analysts' expectations of $12.61 billion 1. This guidance suggests continued strong demand for AI chips and sustained growth in the data center segment.
Supply Chain and Production
During the earnings call, Nvidia addressed concerns about supply constraints. The company reported significant progress in ramping up production to meet the overwhelming demand for its AI chips. Huang stated that Nvidia is working closely with its manufacturing partners to increase capacity and improve supply chain efficiency 2.
Competition and Market Position
Despite growing competition in the AI chip market, Nvidia maintains its dominant position. The company's early investment in AI technology and its comprehensive software ecosystem have given it a significant advantage. However, Nvidia acknowledges the need for continued innovation to stay ahead of competitors like AMD and Intel 3.
Impact on the Tech Industry
Nvidia's exceptional performance is having a ripple effect across the tech industry. As companies increasingly invest in AI capabilities, demand for high-performance computing solutions continues to grow. This trend is expected to benefit not only Nvidia but also cloud service providers and other companies in the AI supply chain 1.
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Nvidia's Q2 Earnings: A Pivotal Moment for AI and Tech Stocks
Nvidia's upcoming Q2 earnings report is highly anticipated, with potential to significantly impact the AI industry and broader tech market. Analysts and investors are closely watching for signs of continued AI-driven growth or a potential market correction.
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Nvidia's Q2 2025 Earnings Surpass Expectations, Driven by AI Boom
Nvidia reports exceptional Q2 2025 earnings, beating analyst estimates. The company's success is largely attributed to the growing demand for AI chips and technologies.
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Nvidia's Q2 Sales Expected to Double, but Investor Expectations Remain High
Nvidia, the AI chip giant, is projected to report a doubling of sales in Q2. However, even a slight miss could negatively impact its soaring stock price, as investor expectations are at an all-time high.
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Nvidia's Earnings Report: A Barometer for AI Industry Demand
Nvidia's upcoming earnings report is highly anticipated as it could provide insights into the current state of AI demand. The company's performance may indicate broader trends in the AI industry and impact market sentiment.
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Nvidia's Strong Earnings Fail to Impress Investors, Raising Questions About AI Market Momentum
Nvidia's latest earnings report surpassed expectations but failed to excite investors, leading to a dip in stock prices for the AI chip giant and other tech companies. This development has sparked discussions about the sustainability of the AI boom and its impact on the broader tech market.
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