The US chips manufacturer. Informs income of $ 46.74 billion for the second quarter, challenging the fears that AI may be overvalued.
Posted on August 28, 2025
The Nvidia chips giant has established a new sales record, a sign that the demand for artificial intelligence remains strong despite the fact that technology can be overvalued.
Nvidia, the most valuable company in the world, revenues of $ 46.74 billion during the three months that ended in July, an increase of 56 percent year -on -year reported Wednesday.
The earnings for the quarter were $ 26.42 billion, an annual increase of 59 percent.
The latest Nvidia profit report had been very anticipated since the technological giant is widely seen as a barometer of the AI boom, which has raised the US stock market. UU. Of all time to the maximum of all time.
The CEO of Nvidia, Jensen Huang, said that the production of Blackwell Ultra, the last Nvidia platform using its most advanced chips, was increasing “at full speed” and the demand for the company's products was “extraordinary.”
“Ia's career is underway, and Blackwell is the platform in its center,” Jensen said.
Looking towards the future, the technological giant based in Santa Clara, California, predicted revenues of $ 54 billion, more or less 2 percent, for the quarter from July to September, which would be a bit above market expectations.
Despite the robust results, the price of Nvidia shares fell more than 3 percent in trade off hours, an indication of high expectations to the sky manufacturer, which is valued at more than $ 4.4 billion.
Nvidia's sales did not include any shipment to China, whose market is subject to export controls of the United States Government aimed at providing Beijing's ability to develop AI.
The administration of the president of the United States, Donald Trump, earlier this month he lifted a prohibition of sales of the NVIDIA H20 chip, which was specifically designed for the Chinese market, after Huang's concerted lobbying.
As part of its agreement with the Trump Administration, NVIDIA agreed to pay the United States government 15 percent of chip sales revenues in China.
The lifting of the prohibition of the H20 raises the possibility that NVIDIA can have a potential for without potentially exploiting in the second largest economy in the world, although their prospects have been complicated by a recent directive when urging local businesses to do business with the company.
“Just imagine what will happen to this action if China's business even returns to life,” Kobeissi's letter said, a newsletter after capital markets.
“Jensen Huang will undoubtedly work overtime in China's situation. The AI revolution is in full swing.”
Promoted by the explosive demand of its AI, Nvidia's income has grown at dizzying speed in the last two years.
The company registered a triple digit income growth for five consecutive quarters between mid -2023 and 2024.
Since the beginning of 2023, the price of NVIDIA shares has multiplied more than 11 times, with the action rising more than 30 percent so far this year.
The star performance of the firm, backed by investments of multimillionaire of technological giants, including Microsoft, Meta and Amazon, has fueled on whether the AI could be in a bubble.
In an interview with The Verge earlier this month, the Operai CEO, Sam Altman, who supervised the launch of the innovative AI Chatgpt model, said he believed that investors were “overexcited” about technology.
