NVIDIA Q2 2025 Earnings Summary $NVDA
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Sameer Advani에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sameer Advani 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
NVIDIA's Q2 2025 earnings call revealed remarkable growth, with record revenues hitting $30 billion, a stunning 122% year-on-year increase. CFO Colette Kress underscored the data center segment's exceptional contribution of $26.3 billion, fueled by soaring demand in generative AI and the company's evolving Hopper architecture. CEO Jensen Huang noted a pivotal shift towards accelerated computing, predicting that next-gen models will require exponentially more compute power. With strong enterprise traction across Fortune 100 companies, NVIDIA anticipates Q3 revenues of approximately $32.5 billion, bolstered by the upcoming Blackwell launch. As margins remain robust, this episode offers critical insights for investors keen to understand how NVIDIA is uniquely positioned to dominate the AI landscape and capitalize on the accelerating shift in computing paradigms. Tune in for an in-depth analysis of NVIDIA's promising outlook and strategic initiatives.
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