It will all end in flames

Aug 28 from https://venturebeat.com/

Nvidia’s $46.7B Q2 proves the platform, but its next fight is ASIC economics on inference

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now Nvidia reported $46.7 billion in revenue for fiscal Q2 2026 in their earnings announcement and call yesterday, with data center revenue hitting $41.1 billion, up 56% year over year. The company also released guidance for Q3, predicting a...

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Aug 28 from https://www.cnbc.com/technology/

Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue

Co-founder and CEO of Nvidia Jensen Huang spoke to journalists during a trip to Beijing in July. Two Nvidia customers made up 39% of Nvidia's revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about the concentration of the chipmaker's clientele. "Customer A" made up 23% of total revenue, and "Customer B" comprised 16% of total revenue,...

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Aug 28 from https://www.cnbc.com/technology/

Nvidia earnings takeaways: A 'full steam' AI spend, but China uncertainty remains

Nvidia stock slipped on Thursday as investors digested the company's latest earnings report, which signaled robust AI demand but provided little clarity on China. Sales surged 56% in the quarter to $46.74 billion, which was roughly in line Wall Street's projected $46.06 billion, according to LSEG. The company reported adjusted earnings per share of $1.05, just topping the $1.01 per share...

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Aug 28 from https://fortune.com/section/tech/

Nvidia’s China-based rival posts 4,300% revenue jump as chipmakers’ earnings reported no H20 chip sales to the country

Cambricon, a China-based semiconductor firm, posted record profit in the first half of the year, along with revenue that surged roughly 4,300%. The earnings, released late Tuesday, serve as an example of Nvidia’s growing local competition in China, as the government and market seek alternative chipmakers to gain traction in the region. Nvidia’s business in China has been tied up in U.S....

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Aug 27 from https://fortune.com/section/tech/

With market on edge over AI bubble, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue

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...

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Aug 27 from https://edition.cnn.com/business/tech

Nvidia says it’s missing out on China sales as it awaits guidelines on US 15% pay-to-play plan

Tech giants Asia China Corporate news See all topics Follow New York — After a stunning streak that saw Nvidia blow Wall Street’s projections out of the water quarter after quarter, the chipmaker on Wednesday reported revenue for the July quarter that was essentially in line with expectations. Investors aren’t loving it — the company’s shares dipped as much as 3.5% in after-hours trading...

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Aug 27 from https://fortune.com/section/tech/

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 recorded no China sales revenue for H20 chips and reported revenue that narrowly beat Wall Street targets in the second quarter, as the AI chipmaker reported financial results on Wednesday. The results, while confirming that demand for AI infrastructure remains solid, left investors underwhelmed and shares of Nvidia, the world’s most valuable company, declined 4% to around the $175...

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Aug 27 from https://www.cnbc.com/technology/

Nvidia CEO Huang says bringing Blackwell AI chip to China 'is a real possibility'

Nvidia CEO Jensen Huang waves to a crowd as he leaves the China International Supply Chain Expo (CISCE) in Beijing on July 17, 2025. Nvidia CEO Jensen Huang said there's a "real possibility" the company brings its advanced Blackwell processor to China as he urges the U.S. government to open up access for American chipmakers. He also predicted the artificial intelligence market in the world's...

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