Nvidia $54B Revenue, $60B Buyback, AMD AI Server Growth

Nvidia's performance and future prospects are a central theme in recent tech news, though U.S.-China trade tensions create some uncertainty. Despite beating earnings expectations with a 56% revenue increase to $46.7 billion, driven by strong AI chip demand, Nvidia's stock has seen some dips. Data center revenue, while substantial at $41.1 billion, fell slightly short of analyst predictions. Nvidia anticipates $54 billion in Q3 revenue and has approved an additional $60 billion for stock buybacks. CEO Jensen Huang projects $3 to $4 trillion in AI infrastructure spending by the end of the decade and notes that production of the Blackwell Ultra AI chip is ramping up. However, Nvidia's China sales are impacted by U.S. regulations; the company had no H20 chip sales to China this past quarter. Initially expecting $2 billion to $5 billion in H20 chip sales to China, U.S. intervention altered these plans, and Nvidia expects an $8 billion hit. Beyond Nvidia, other companies are also making moves in the AI space. Dell Technologies is experiencing growth in its AI server business, supported by partnerships with Nvidia and AMD. HP Inc. is investing in AI PCs and related infrastructure, targeting 25% AI PC sales by 2026. Vector Capital is acquiring AI sales tech firm Showpad and combining it with Bigtincan Holdings. SoundHound AI, which focuses on applying AI to sounds, has garnered attention, particularly after Nvidia made (and later sold) a $3.7 million investment in 2023. CoreWeave and Nebius are competing AI-focused cloud infrastructure providers, while Palantir is viewed as a speculative AI play due to its high valuation. SentinelOne is focusing on AI security to restore stock momentum, expanding its Purple AI and partnering with AWS. The AI sector is also seeing a power struggle over data access, infrastructure, and regulations, highlighted by Elon Musk's lawsuit against Apple and OpenAI. OpenAI's partnership with Apple gives it a data advantage, while Meta invests heavily in AI infrastructure.

Key Takeaways

• Nvidia's revenue increased by 56% to $46.7 billion, driven by AI chip demand, but data center revenue fell slightly short of expectations.
• Nvidia projects $54 billion in Q3 revenue and approved an additional $60 billion for stock buybacks.
• U.S. regulations impacted Nvidia's H20 chip sales to China, resulting in no sales this past quarter and an expected $8 billion hit.
• CEO Jensen Huang estimates $3 to $4 trillion in AI infrastructure spending by the end of the decade.
• Dell Technologies' AI server business is growing, supported by partnerships with Nvidia and AMD.
• HP Inc. is investing in AI PCs, aiming for 25% of PC sales to be AI-enabled by 2026.
• Vector Capital is acquiring AI sales tech firm Showpad and combining it with Bigtincan Holdings.
• SoundHound AI, focused on sound-based AI applications, saw Nvidia make a $3.7 million investment in 2023.
• CoreWeave and Nebius are competing AI-focused cloud infrastructure providers.
• Elon Musk's lawsuit against Apple and OpenAI highlights the AI sector's power struggle over data access.

Nvidia earnings impacted by China chip ban, expects $8B hit

Nvidia is set to release its second-quarter earnings report after some back and forth with the Trump administration over selling chips to China. Trump initially banned chip sales to China, then revoked the ban but now requires Nvidia to pay 15% of sales to the government. Nvidia expects an $8 billion loss in Q2 because of this. Investors are watching for updates on Nvidia's GB200 super chip, Blackwell Ultra chip, AI spending, and China sales.

Nvidia beats expectations but stock dips on China sales concerns

Nvidia's earnings beat Wall Street's expectations, but the stock price dropped because there were no H20 chip sales to China. Revenue increased 56% to $46.74 billion, and profits rose 40.8% to $26.4 billion. CEO Jensen Huang said production of the Blackwell Ultra AI chip is ramping up. Nvidia had expected to ship $2 billion to $5 billion worth of H20 chips to China this quarter, but U.S. intervention impacted those plans.

Nvidia stock falls after data center sales disappoint despite strong AI demand

Nvidia's stock price dropped after its data center sales didn't quite meet what analysts expected, even though overall earnings beat forecasts. Data center revenue reached $41.1 billion, a bit below the expected $41.3 billion. This number doesn't include sales of H20 chips to China. Nvidia projects Q3 revenue of $54 billion and approved an additional $60 billion for stock buybacks. CEO Jensen Huang said demand for the next-gen Blackwell chips is very high.

Nvidia earnings beat expectations, data center revenue falls short

Nvidia reported better-than-expected earnings and revenue, with sales growth expected to stay above 50%. However, the stock price dipped because data center revenue was lower than expected for the second quarter in a row. Nvidia had no sales of H20 processors to China, but it did sell $180 million worth of H20 inventory to a customer outside of China. The company expects $3 to $4 trillion in AI infrastructure spending by the end of the decade.

Nvidia's revenue jumps 56% thanks to strong AI chip demand

Nvidia's revenue increased by 56% to $46.7 billion due to high demand for its AI chips. The company expects $54 billion in sales for the current quarter. Nvidia's role in AI development has made it a key player, but U.S. trade issues with China are affecting its business. Nvidia's decision not to include China AI chip revenue in its forecast disappointed some investors. The company is working to navigate these geopolitical challenges.

Nvidia boosted by AI boom despite global tensions

Nvidia, a computer chip designer, is benefiting from the AI boom, even with tensions between the US and China. The company reported $46.7 billion in revenue for the second quarter, a 56% increase. Nvidia is dealing with fast-changing US policies to stay ahead in AI development. Demand for Nvidia's chips is strong, especially from big tech companies building AI.

Nvidia reports record sales as AI demand soars

Nvidia reported record sales, with $46.7 billion in revenue, a 56% increase from last year. This growth is mainly from its AI-driven data center business. Net income also grew by 59% to $26.4 billion. CEO Jensen Huang said the company expects $3 to $4 trillion in AI infrastructure spending by the end of the decade. Nvidia reported no sales of its China-focused H20 chip to Chinese customers this past quarter.

SoundHound AI a potential AI investment after Nvidia stake

SoundHound AI, a company focused on applying AI to sounds, has a $5 billion market cap. Nvidia invested $3.7 million in SoundHound in 2023 and later sold its stake at a profit. SoundHound works with automakers on in-vehicle chat assistants and fast-food chains on automated drive-thrus. The sound-AI market is expected to grow from $2 billion in 2024 to over $47 billion by 2034. Analysts expect SoundHound's sales to grow significantly, but competition is a concern.

SoundHound AI a potential AI investment after Nvidia stake

SoundHound AI, a company focused on applying AI to sounds, has a $5 billion market cap. Nvidia invested $3.7 million in SoundHound in 2023 and later sold its stake at a profit. SoundHound works with automakers on in-vehicle chat assistants and fast-food chains on automated drive-thrus. The sound-AI market is expected to grow from around $2 billion in 2024 to more than $47 billion by 2034. Analysts expect sales to grow significantly, but competition is a concern.

Nvidia remains top AI stock pick for long-term growth

Nvidia is a top AI stock because it dominates the GPU market for AI applications. It has a market share of 90% or more. Nvidia's chips can be used in many different applications, making it a strong player in the AI industry. While the stock may seem expensive, its rapid sales growth makes it a good long-term investment. Analysts suggest considering Nvidia for long-term AI investments.

Nvidia remains top AI stock pick for long-term growth

Nvidia is a top AI stock because it dominates the GPU market for AI applications. It has a market share of 90% or more. Nvidia's chips can be used in many different applications, making it a strong player in the AI industry. While the stock may seem expensive, its rapid sales growth makes it a good long-term investment. Analysts suggest considering Nvidia for long-term AI investments.

HP Inc faces mixed outlook amid AI PC push

HP Inc.'s Q3 2025 earnings are expected to show mixed results. The Personal Systems division, driven by AI PCs, is expected to grow, while the Printing division may decline. HP is investing in AI, including acquiring Humane's AI platform and building an R&D center in Saudi Arabia. HP aims to increase AI PC sales to 25% by 2026. The company faces financial risks with debt and competition from Dell and Lenovo.

Dell's AI server business drives growth, stock a buy before earnings

Dell Technologies is a key player in the AI server market, with 80% year-over-year revenue growth in Q2 2026. The company's AI server business is booming, supported by partnerships with Nvidia and AMD. Analysts have raised price targets for Dell, citing the company's AI infrastructure growth. Despite supply chain risks and competition, Dell's strong AI server business and cost management make it a potential buy before its earnings report.

CoreWeave vs Nebius which AI infrastructure stock is better

CoreWeave (CRWV) and Nebius (NBIS) are two AI-focused cloud infrastructure providers. CoreWeave partners with Nvidia and is building out its data center network. However, it faces high capital expenditures and customer concentration risks. Nebius is smaller but growing quickly, with revenues up 625% year over year. Both companies are benefiting from the increasing demand for AI infrastructure.

CoreWeave vs Nebius which AI infrastructure stock is better

CoreWeave (CRWV) and Nebius (NBIS) are two AI-focused cloud infrastructure providers. CoreWeave partners with Nvidia and is building out its data center network. However, it faces high capital expenditures and customer concentration risks. Nebius is smaller but growing quickly, with revenues up 625% year over year. Both companies are benefiting from the increasing demand for AI infrastructure.

Palantir stock a speculative AI play despite high valuation

Palantir Technologies has seen its stock rally due to strong earnings and revenue growth. The company's AI-driven business model and data integration position it for long-term growth. However, its valuation remains very high, making the stock risky. Despite these risks, analysts maintain a buy rating, seeing Palantir as a speculative investment for those focused on AI's future potential.

SentinelOne's AI security focus key to restoring stock momentum

SentinelOne will report its Q2 fiscal 2026 results, with analysts expecting earnings of $0.03 per share on revenue of $242 million. The stock has been under pressure, down nearly 26% year to date. Investors will be watching the company's annualized recurring revenue (ARR) and customer growth. SentinelOne is expanding its Purple AI and partnering with companies like AWS to strengthen its AI security.

Vector Capital acquires AI sales tech firm Showpad

Vector Capital has agreed to buy Showpad, an AI revenue enablement technology company. Showpad's customers include Coca-Cola, Dow, and GE Healthcare. Vector will combine Showpad with Bigtincan Holdings, which it acquired in April 2025. The combined company will operate under the Showpad brand. The transaction is expected to close in 2025.

Chinese chip maker sales soar amid Nvidia uncertainty

It's unclear whether Nvidia will be able to sell its chips in China in the future. One Chinese chip maker is taking advantage.

Nvidia stock dips as results fail to meet high expectations

Nvidia's stock price slipped after its forecast for the current period suggested a slowdown in AI spending. The company did approve an additional $60 billion share buyback. China's campaign to ease the auto price war is having limited success. American regulators have approved updated Covid vaccines, but there may be challenges to receiving them.

AI power struggle data dominance and investment opportunities

The AI sector is a battle for data access, infrastructure, and regulations. Elon Musk's lawsuit against Apple and OpenAI could change data access. OpenAI's partnership with Apple gives it a data advantage, while Meta is investing heavily in AI infrastructure. Investors should watch for companies that democratize data access and regulatory changes that could reshape the sector.

Sources

• Nvidia to report second quarter earnings, expects $8 billion hit from China chip ban
• Nvidia earnings beat Wall Street's sky-high expectations, but the stock is falling because 'there were no H20 sales to China-based customers'
• Nvidia stock sinks after data center sales miss forecasts
• Nvidia reports second-quarter earnings after the bell
• Nvidia revenue jumps 56% on robust AI demand
• AI boom boosts Nvidia despite 'geopolitical issues'
• Nvidia reports record sales as the AI boom continues
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