Nvidia’s earnings beat expectations

Data center revenue less than expected.

August 27, 2025

Jon Peddie

Nvidia exceeded earnings expectations but missed data center revenue targets at $41.1 billion versus $41.3 billion projected, causing stock decline. Revenue grew from $26.2 billion year over year, excluding Chinese H20 chip sales. Cloud providers contributed half of data center revenue. The company projected Q3 revenue of $54 billion, beating $53.4 billion estimates, and authorized $60 billion in stock buybacks. Shares gained 35% year to date and 40% over 12 months, reaching a $4 trillion market cap milestone in July. Nvidia delivered second-quarter earnings results that exceeded both revenue and profit projections from Wall Street analysts, though the company’s data

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Nvidia’s earnings beat expectations

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