Nvidia $26.4B Profit, AMD & TSMC Expansion, China Impact

Nvidia is currently experiencing both record sales and significant challenges. The AI chipmaker announced strong earnings, with a profit of $26.4 billion on revenue of $46.7 billion, driven by high demand for AI data centers. The company projects $54 billion in revenue for the current quarter. Despite these successes, Nvidia's stock price has dipped due to concerns about an AI spending bubble and slowing sales in China. Sales of its H20 chips, designed for the Chinese market, have fallen by $4 billion, and the next quarter's revenue forecast excludes any H20 sales. The U.S. government may also take 15% of Nvidia's AI chip sales to China. Nvidia is seeking approval to sell its Blackwell GPUs in China and is developing a more powerful Blackwell chip for the region, pending White House approval. CEO Jensen Huang believes China could be a $50 billion market for Nvidia this year. To mitigate losses in China, Nvidia is developing B30A chips and partnering with Saudi Arabia to build an AI factory. TSMC, which manufactures chips for Nvidia and AMD, is expanding its manufacturing capabilities and is considered essential to the AI industry. Other companies are also making moves in the AI space. Snowflake's stock jumped after AI integrations and an upgrade by Bank of America, and Primoris Services saw its stock rise due to demand for AI data center infrastructure. C3.ai and Veritone are smaller companies providing AI software solutions, with C3.ai partnering with Microsoft, Amazon, and Google. The broader AI hardware market is expected to grow significantly, reaching $296.3 billion by 2034. Concerns remain about Nvidia's high stock value, slower data center growth, and competition from AMD and Intel.

Key Takeaways

• Nvidia's profit reached $26.4 billion on revenue of $46.7 billion, driven by AI chip demand.
• Nvidia's stock dipped despite strong earnings due to concerns about AI spending and China sales.
• Nvidia's H20 chip sales in China fell by $4 billion, impacting revenue projections.
• Nvidia projects $54 billion in revenue for the current quarter, excluding H20 sales.
• The U.S. government may take 15% of Nvidia's AI chip sales to China.
• Nvidia is seeking approval to sell Blackwell GPUs in China, estimating a potential $50 billion market.
• TSMC, a key manufacturer for Nvidia and AMD, is expanding its chip production.
• Snowflake's stock rose after AI integrations and a Bank of America upgrade.
• Primoris Services' stock increased due to demand for AI data center infrastructure.
• The AI hardware market is projected to grow to $296.3 billion by 2034.

Nvidia's AI chip sales hit record but stock dips amid China concerns

Nvidia, a major AI company, announced strong earnings of $26.4 billion in profit and $46.7 billion in revenue because of high demand for its AI chips. However, the company's stock price dropped because of worries about AI spending and slow sales in China. Sales of its H20 chips, designed for China, fell by $4 billion. Nvidia expects $54 billion in revenue for the next quarter, but this does not include any H20 sales. The US government may also take 15% of Nvidia's AI chip sales to China.

Nvidia's AI chip sales hit record but stock dips amid China concerns

Nvidia, a big AI company, announced that its quarterly earnings beat what experts expected. However, the company's stock went down because people are worried about too much spending on AI chips. There are also concerns that Nvidia's business in China might be slowing down. The company made a profit of $26.4 billion with a record revenue of $46.7 billion.

Nvidia's AI chip sales hit record but stock dips amid China concerns

Nvidia, a major AI company, announced strong quarterly earnings that beat expectations, but its stock price fell. This drop is due to concerns about an AI chip spending bubble and the company's struggling business in China. Nvidia reported a profit of $26.4 billion on record revenue of $46.7 billion. However, sales of its Data Center products, including GPUs, decreased by 1% from the previous quarter, with H20 chip sales down by $4 billion. Nvidia projects $54 billion in revenue for the current quarter, but this assumes no H20 sales.

Nvidia's sales jump amid high demand for AI chips

Nvidia, a company that makes artificial intelligence chips, announced that its sales are up because more companies are building AI data centers. The company's sales increased by 56 percent to $46.74 billion. Nvidia's profit also went up by more than 59 percent to $26.42 billion. The company expects its revenue to rise by 54 percent in the current quarter, reaching $54 billion.

Nvidia's AI chip sales hit record but stock dips amid China concerns

Nvidia, a major AI company, announced strong quarterly earnings that beat expectations, but its stock price fell. This drop is due to concerns about an AI chip spending bubble and the company's struggling business in China. Nvidia reported a profit of $26.4 billion on record revenue of $46.7 billion. However, sales of its Data Center products, including GPUs, decreased by 1% from the previous quarter, with H20 chip sales down by $4 billion. Nvidia projects $54 billion in revenue for the current quarter, but this assumes no H20 sales.

Nvidia's AI chip sales hit record but stock dips amid China concerns

Nvidia, a major AI company, announced strong earnings of $26.4 billion in profit and $46.7 billion in revenue because of high demand for its AI chips. However, the company's stock price dropped because of worries about AI spending and slow sales in China. Sales of its H20 chips, designed for China, fell by $4 billion. Nvidia expects $54 billion in revenue for the next quarter, but this does not include any H20 sales. The US government may also take 15% of Nvidia's AI chip sales to China.

Nvidia's AI chip sales hit record but stock dips amid China concerns

Nvidia, a major AI company, announced strong earnings of $26.4 billion in profit and $46.7 billion in revenue because of high demand for its AI chips. However, the company's stock price dropped because of worries about AI spending and slow sales in China. Sales of its H20 chips, designed for China, fell by $4 billion. Nvidia expects $54 billion in revenue for the next quarter, but this does not include any H20 sales. The US government may also take 15% of Nvidia's AI chip sales to China.

Nvidia faces China challenges but AI hardware growth continues

Nvidia is facing challenges in China due to US export rules and competition from local chip makers. This could cost them $8 billion in yearly revenue. However, the AI hardware market is expected to grow from $66.8 billion in 2025 to $296.3 billion by 2034. Nvidia is trying to make up for the loss in China by creating special B30A chips and partnering with Saudi Arabia to build an AI factory.

Nvidia's profit disappoints amid AI boom and China uncertainty

Nvidia's Q2 2026 earnings showed a revenue of $46.7 billion, but shares fell 3% because data center revenue was lower than expected. There is also uncertainty about selling H20 chips to China. The company's CEO, Jensen Huang, mentioned a $50 billion opportunity in China, but there's a 15% tax risk and slower growth. Analysts are unsure whether to buy or wait, considering long-term AI infrastructure forecasts of $3-4 trillion by 2030.

Nvidia's stock dips amid shareholder concerns despite AI growth

Nvidia, a leading AI company, is seeing some investors sell their shares. This includes big investors like Viking Global and insiders like Tench Coxe. Concerns are rising because of Nvidia's high stock value and slower growth in data centers. Geopolitical issues between the U.S. and China, along with competition from AMD and Intel, are also factors. Despite these challenges, Nvidia has strong financial basics and potential for long-term growth in AI.

Nvidia's earnings beat estimates but China issues cause stock dip

Nvidia's Q2 2025 earnings exceeded expectations, but its stock price declined afterward. Data center revenue fell short of forecasts, and there's uncertainty about shipping H20 chips to China. Despite this, Nvidia anticipates $3 trillion to $4 trillion in AI infrastructure spending by 2030. The company's CFO, Colette Kress, mentioned the potential for $2 billion to $5 billion in shipments if restrictions ease, but this isn't included in the Q3 forecast.

Nvidia focuses on AI, robotics, and China market

Nvidia reported strong earnings with $46.74 billion in revenue and $1.05 earnings per share, but shares dipped after hours. One major issue is uncertainty in China, where no H20 chips have shipped this quarter. Nvidia is also focusing on robotics, with its new Jetson AGX Thor platform gaining traction. The company expects $3 trillion to $4 trillion in AI infrastructure spending by 2030 and is developing next-generation Rubin chips.

C3.ai vs Veritone which AI stock is better

C3.ai and Veritone are two small companies that make AI software for businesses. C3.ai, led by Tom Siebel, offers AI software for industries like energy and defense. Veritone focuses on AI for media, entertainment, and government. Both companies help organizations use data to make better business decisions. C3.ai had strong revenue growth but faces operating losses, while Veritone grows its software revenue but struggles with overall sales.

C3.ai vs Veritone which AI stock is better

C3.ai and Veritone are two small companies focused on AI software. C3.ai provides AI applications for industries like energy and defense, partnering with Microsoft, Amazon, and Google. Veritone focuses on AI solutions for media, entertainment, and the public sector. C3.ai had strong revenue in fiscal year 2025 but expects lower revenues and operating losses in fiscal year 2026. Veritone is growing in the public sector with its aiWARE platform and iDEMS system.

Primoris Services stock rises amid AI data center demand

Primoris Services, an industrial infrastructure company, has seen its stock rise over 50% this year. This is due to high demand for its services in the power, utilities, and AI-related data center sectors. The company has $1.7 billion in potential data center projects in its pipeline. Primoris's second-quarter revenues increased by 20.9%, and management has raised its full-year 2025 earnings guidance.

Taiwan Semiconductor Manufacturing is an underrated AI stock

Taiwan Semiconductor Manufacturing (TSMC) is a leading company that makes advanced chips for companies like Nvidia and AMD. TSMC is essential for the AI industry because it turns chip designs into real products. The company generates a lot of cash and is expanding its manufacturing. TSMC's CEO Jensen Huang praised the company, calling it 'one of the greatest companies in the history of humanity'.

Nvidia seeks US approval to sell Blackwell GPUs in China

Nvidia is asking the U.S. government to allow it to sell its Blackwell GPUs to China. Nvidia's CFO, Colette Kress, stated that these sales would benefit the U.S. economy. CEO Jensen Huang estimates that China could be a $50 billion market for Nvidia this year. The company is preparing a more powerful Blackwell chip for sales in China, pending White House approval.

Snowflake stock jumps after AI moves and upgrade by BofA

Snowflake Inc's stock is up by 17.12% because of its growing cloud business and investor interest. Bank of America upgraded Snowflake's stock rating to "Buy," with a price target of $240. This is due to Snowflake's AI integration with Snowpark and Cortex AI. The company's partnership with Nice is expected to boost its AI presence in the contact center market. A survey predicts a 12% growth in customer spending, mainly driven by AI investment.

Nvidia stock dips despite earnings beat amid data center concerns

Nvidia's stock price fell even though the company's revenue and profit beat analysts' estimates. Sales in the data center segment were slightly below expectations. The outlook for the current quarter excludes sales of H20 chips to China due to export uncertainty. Nvidia shares were down 1.5% at around $179 in midday trading, after gaining 35% since the start of the year.

Nvidia reports record sales as AI continues to boom

Nvidia announced record sales as the AI market continues to grow. The company reported $46.74 billion in revenue and $1.05 earnings per share, both exceeding expectations. However, Nvidia's shares dipped slightly after hours. One challenge for Nvidia is the uncertainty surrounding shipments to China. Despite this, Nvidia expects AI infrastructure spending to reach $3 to $4 trillion by 2030.

Sources

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• AI giant Nvidia shares slip despite record sales
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