Nvidia posted record second-quarter results for 2025 with revenue of $46.7 billion and adjusted EPS of $1.05, both strong year-over-year gains. The data center division generated $41.1 billion, a 56% increase but slightly below the $41.3 billion consensus, contributing to a roughly 3% after-hours share decline. The company recorded its smallest percentage sales gain in over two years and projected third-quarter revenue of $54 billion, plus or minus 2%, without assuming H20 chip sales to China. Demand for Blackwell chips and Nvidia-powered data centers remains high, production capacity is constrained, and a $60 billion share buyback was announced.
Nvidia posted record results for the second quarter of 2025, exceeding analysts' expectations on both revenue and profit, yet shares slipped modestly in after-hours trading as its crucial data center division narrowly missed Wall Street forecasts. Nvidia reported revenue of $46.7 billion for the second quarter, marking a 56% increase compared to the same period last year. Adjusted earnings per share reached $1.05, beating analyst estimates by $0.04. Investors had extremely high expectations for Nvidia's data center division, with forecasts set at $41.3 billion.
Nvidia remains the world's most valuable company, with a market capitalization above $4 trillion, reflecting investor optimism about its dominant role in AI infrastructure. Tech giants including Microsoft, Meta, Amazon, and Alphabet continue to invest heavily in Nvidia-powered data centers, sustaining high demand for its graphics processing units (GPUs). The company's Blackwell chip line remains in high demand, though CEO Jensen Huang acknowledged production capacity constraints rather than lack of customer interest.
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