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To: Sam who wrote (94965)

8/27/2025 4:28:22 PM

From: Sam

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Julius Wong
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And here is Reuters' summary for anyone who doesn't want to dig into the longer statement from NVDA.

AI leader Nvidia forecasts third-quarter revenue above estimates

REUTERS 4:24 PM ET 8/27/2025

Symbol Last Price Change

NVDA	181.6	-0.17 (-0.0935%)
QUOTES AS OF 04:15:00 PM ET 08/27/2025

(Reuters) -Nvidia(NVDA) forecast third-quarter revenue above Wall Street estimates on Wednesday, helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology.

The AI market bellwether expects revenue of $54 billion, plus or minus 2%, in the third quarter, compared with analysts' average estimate of $53.14 billion, according to data compiled by LSEG. The company said it has not assumed any shipments of its H20 chips to China in the outlook.

Shares of the world's most valuable firm fell 5% in extended trading. Nvidia(NVDA) shares have gained more than a third so far in 2025, outpacing the benchmark S&P 500 Index's year-to-date rise of nearly 10%.

Still, demand has surged for Nvidia's(NVDA) advanced chips that can speedily process the large amounts of data used by generative AI applications as businesses race each other to dominate the new technology.

Big Tech companies including Meta Platforms and Microsoft have been spending liberally to support their AI ambitions, and Nvidia(NVDA) is the biggest beneficiary, with a significant chunk of this spending funneled toward its chips.

Enthusiasm for AI stocks, centered around Nvidia(NVDA) as Wall Street engaged in picks-and-shovels trading, has been the dominating force behind the rally of the S&P 500 Index over the last two years.

But the company has been caught in the crossfire of the trade war between Washington and Beijing, as the world's two largest economies claw for dominance of generative AI technology.

In an unprecedented deal with U.S. President Donald Trump, Nvidia(NVDA) has agreed to pay the government 15% of some of its revenue in China in exchange for a reversal of restrictions that curbed sales of its H20 chips to China. But Beijing has cautioned domestic companies about imports and sources said that Nvidia(NVDA) has halted production of H20 chips.

Nvidia (NVDA) had in May expected the curbs to shave off $8 billion in sales from the July quarter. The company reported revenue of $46.74 billion for the second quarter, beating estimates of $46.06 billion.

It said there were no H20 sales to China-based customers in the second quarter.

To: Sam who wrote (94965)	8/27/2025 5:22:52 PM
From: Return to Sender	2 Recommendations Recommended By Julius Wong Sam Read Replies (1) \| Respond to of 95378

NVIDIA beats by $0.04, beats on revs; guides Q3 revs in-line Reports Q2 (Jul) earnings of $1.05 per share, excluding non-recurring items, $0.04 better than the FactSet Consensus of $1.01; revenues rose 55.6% year/year to $46.74 bln vs the $46.05 bln FactSet Consensus.Data Center segment revenue grew 56% yr/yr and 5% sequentially to $41.1 bln.Blackwell Data Center revenue grew 17% sequentially.Gaming and AI PC segment revenue grew 49% yr/yr and 14% sequentially to $4.3 bln.Professional Visualization segment revenue grew 32% yr/yr and 18% sequentially to $601 mln.Automotive segment revenue grew 69% yr/yr and 3% sequentially to $586 mln.There were no H20 sales to China-based customers in Q2.Co benefited from a $180 mln release of previously reserved H20 inventory, from approximately $650 mln in unrestricted H20 sales to a customer outside of China.For the quarter, non-GAAP gross margin was 72.7%. Excluding the $180 mln release, non-GAAP gross margin for the quarter would have been 72.3%.Co issues in-line guidance for Q3 (Oct), sees Q3 revs of $52.92-55.08 bln vs. $53.43 bln FactSet Consensus.Note: The company has not assumed any H20 shipments to China in the Q3 outlook.Blackwell: "Blackwell is the AI platform the world has been waiting for, delivering an exceptional generational leap - production of Blackwell Ultra is ramping at full speed, and demand is extraordinary," said Jensen Huang, founder and CEO of NVIDIA. "NVIDIA NVLink rack-scale computing is revolutionary, arriving just in time as reasoning AI models drive orders-of-magnitude increases in training and inference performance. The AI race is on, and Blackwell is the platform at its center."