Nvidia, the world’s most respected firm, reported one other quarter of sustained gross sales progress in its earnings assertion Wednesday, with $46.7 billion in income, a 56% improve in comparison with the identical interval final yr. That progress was largely fueled by AI-dominated information middle enterprise, which noticed a 56% year-over-year improve in income.
Nvidia additionally noticed its web revenue develop considerably since final yr. The corporate reported a web revenue of $26.4 billion within the second quarter, a 59% spike for the reason that identical interval final yr.
All instructed, the corporate introduced in $41.1 billion in income from information middle gross sales within the quarter, suggesting that AI firms’ demand for cutting-edge GPUs continues to develop. The corporate’s most superior technology of chips, Blackwell, accounted for $27 billion of these gross sales.
“Blackwell is the AI platform the world has been ready for,” mentioned CEO Jensen Huang in a press release accompanying the discharge. “The AI race is on, and Blackwell is the platform at its middle.”
The corporate made explicit be aware of its function within the launch of OpenAI’s open supply gpt-oss fashions earlier this month, which concerned processing “1.5 million tokens per second on a single NVIDIA Blackwell GB200 NVL72 rack-scale system.”
The earnings additionally gave a take a look at Nvidia’s ongoing battle to promote its chips in Chinese language markets. The corporate reported no gross sales of its China-focused H20 chip to Chinese language prospects up to now quarter; Nvidia did report $650 million price of H20 chips had been bought to a buyer outdoors China.
The US has lengthy restricted gross sales of superior GPUs to Chinese language prospects – however the geopolitical scenario has modified considerably beneath President Trump. The corporate is now permitted to promote chips to China so long as it pays a 15% % export tax to the U.S. Treasury, on account of an unconventional association that authorized students have described as an unconstitutional abuse of power.
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Nonetheless, the Chinese language authorities has officially discouraged using Nvidia chips by native companies, main the corporate to reportedly halt production of the H20 chip earlier this month.