SMRTR TechAug 28, 2025Engadget

NVIDIA is (really) profiting from the AI boom

SMRTR summary

NVIDIA's Q2 revenue soared 56% year-over-year to $46.7 billion, maintaining its AI chip market dominance. Despite Chinese restrictions costing $8 billion in potential sales, the company reported $26.4 billion net income. Blackwell-based AI chip sales rose 17% to $27 billion, half of data center revenue. NVIDIA is reportedly developing an advanced chip for China to replace the restricted H20.

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