Nvidia achieved a remarkable 122% year-over-year revenue growth in Q2 2025, yet this marks a slowdown compared to previous quarters of greater growth percentages.
Huang emphasized the appetite for GPU capacity among cloud service providers, stating, 'the amount of GPU capacity they have available, it's basically none' due to internal deployments.
Investors learned that Nvidia's H200 series accelerators are gaining momentum, indicating strong demand as cloud providers shift to modern infrastructure.
With Nvidia's datacenter networking revenue at $3.7 billion, it stands as the second-largest vendor, surpassing Arista and Juniper combined.
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