NVIDIA Corporation is a leading technology company known for its pioneering work in graphics processing units (GPUs) and artificial intelligence (AI). The company’s GPUs are widely used in AI research, machine learning, and high-performance computing, making it a crucial player in the AI revolution.
The company reported stellar earnings for Q2 of fiscal 2025, with revenue reaching US$30 billion, a 122% increase compared to the same period last year. This growth was driven primarily by its data center business, which saw a 154% rise in sales due to high demand for AI and accelerated computing. Here’s a summary of Nvidia’s recent Q2 2025 earnings call.
Data Center
Data Center revenue reached a record US$26.3 billion, marking a 16% sequential increase and a 154% year-over-year surge, fuelled by robust demand for NVIDIA Hopper, GPU computing, and networking platforms. Approximately 45% of Data Center revenue was contributed by cloud service providers, with over 50% coming from consumer Internet and enterprise companies.
NVIDIA continues to experience strong demand for its Hopper architecture, with customers preparing to adopt the next-generation Blackwell platform. The key drivers of Data Center growth include workloads like generative AI model training, AI-powered recommender systems, and complex data processing tasks using CUDA. As AI models become more advanced, the computational needs are expected to increase significantly, requiring up to 20 times more compute power. Over the past year, inference tasks have been a major contributor, driving more than 40% of NVIDIA’s Data Center revenue, with demand coming from cloud service providers, consumer internet companies, and enterprises across various industries.
The NVIDIA H200 platform, which offers a 40% increase in memory bandwidth over the H100, has started shipping to major customers and is contributing to the company’s revenue growth. The upcoming Blackwell platform, set to ramp up production in the fourth